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Engagement: Direct Message Templates
Engagement: Direct Message Templates

Learn how to customize and create Engagement text message Templates

Grace Richards avatar
Written by Grace Richards
Updated over a week ago

Engagement Templates allow you to create quick load messages to send in bulk or to individual patients. Watch this video to learn more about the Templates feature:

Previewing and Customizing Templates

  1. Access Settings by clicking on the gear icon in the upper right hand corner

  2. Go to the Templates tab

  3. Access Direct Messages

  4. Select the Down Arrow to view the existing templates

  5. Select the Eye Icon to preview what it says

  6. Click Copy to Custom in the template preview to create copy and update the template

  7. Click into the text box to adjust content and add placeholders by selecting the Insert Placeholders drop down menu

  8. Click Save when custom template is complete

Create New Templates

To create a template from scratch follow these steps:

  1. Above the Custom list, select Create New

  2. Select Category to determine which category the message will be stored in.

  3. Here you can add placeholders by selecting the Insert Placeholders drop down menu

  4. Click Create

  5. Once you have created this template, it will appear in your Custom column. You can Edit or Archive these by selecting the Three Dot Menu

Now that you've customized and created Direct Message Templates, it's time to put them to use! Click here to learn how to send direct messages to your patients.

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