Managing Comms Templates

Adding Templates

1. From the GAP Admin home page, click "Templates" under the "Comms" section.

2. Click the "+ Add Comms Template" button.

3. Enter a name for the template in the "Name" text box.

4. Select a message bearer the template will be used for using the "Bearer" picker.

5. If e-mail is selected as a bearer, select a default priority for the messages from the "Priority" picker.

6. Enter a subject in the "Subject" text box.

7. Enter the template text into the text box and format it as desired. You can use the parentheses button () to insert placeholders (such as recipient name, e-mail address and phone number) into the body of the resulting message.

8. Select whether the messages should require an acknowledgement of receipt, the selection of a response, or no action, using the "Request Response" picker.

9. If "Responses" is selected, add a response option (e.g. "Yes", "No", "Maybe") into the "Response Options" text box.

10. Click the "+ Add Response" button to add more.

11. Repeat steps 9 and 10 as required.

12. If you want to make the message template available to sub-tenants, check the "Applies to this tenant and sub-tenants" check box.

13. Click the "Submit" button.

Editing Templates

1. From the GAP Admin home page, click "Templates" under the "Comms" section.

2. Click the (edit) icon next to the name of the template you want to edit.

3. Click the "Edit Template" button.

4. To amend the template name, enter a new name for the template in the "Name" text box.

5. To change the bearer, select a new message bearer using the "Bearer" picker.

6. If e-mail is selected as a bearer, you can amend the default priority for the messages from the "Priority" picker.

7. To amend the subject, enter a new value in the "Subject" text box.

8. Amend the template text into the text box and format it as desired. You can use the parentheses button () to insert placeholders (such as recipient name, e-mail address and phone number) into the body of the resulting message.

9. Select whether the messages should require an acknowledgement of receipt, the selection of a response, or no action, using the "Request Response" picker.

10. If "Responses" is selected, add a response option (e.g. "Yes", "No", "Maybe") into the "Response Options" text box.

11. Click the "+ Add Response" button to add more.

12. Repeat steps 9 and 10 as required.

13. If you want to make the message template available to sub-tenants, check the "Applies to this tenant and sub-tenants" check box.

14. Click the "Submit" button.