Messages (Basic): Create & Apply Templates

pro

This page is for TaxDome Pro users only. Switch tabs above for the TaxDome Lite version.

Message templates are for communications you regularly send to clients. They also are used in pipelines as automations to send automatic notifications to clients. They keep you from having to write the same messages from scratch over and over and make it so you have them handy when you need them.

Covered here:

Creating Message Templates

A message template can be created by a firm owner, an admin or any employee with access rights to manage templates.

To create a message template, go to Settings from the left sidebar, select Templates in the menu bar, go to Messages, then click CREATE TEMPLATE.

Or access this page by selecting the Send Message automation while creating or editing a pipeline, then clicking the New template button.

Below, learn about the numbered sections in the Update Message Template window where you create message templates:

1. Name: Enter a name for the template—what you’ll see when you select the template.

2. From: Select the team member on behalf of whom the message should be sent. This is the name the recipient will see as the sender no matter who has moved the job to the next stage.

A team member can be selected here if...

3. Title: Enter a subject line; it will appear as the name of the communication in the recipient’s message list.

4. Add Shortcode: To individualize the message, apply shortcodes (dynamic data) to include, for example, the recipient's name, the account name or the date. Shortcodes are available for both the message title and body. Fore more about shortcodes, go here.

5. Body: Compose the message, using formatting, emojis, links and more.

6. Tasks: Add client tasks. Tasks are displayed as a to-do list with checkboxes. Click Add task to add more to-dos. Once a task is completed, either you or the client can check it off. To learn more about managing client tasks, go here.

7. Save: Saves the template for future use.

Applying Message Templates

Once you have made a message template, use it to speed up creating any new message. Here’s how:

1. Choose an option to create a new message:

  • Click + NEW, then select Chat.
  • Click New Chat in the Messages section of an account profile.
  • Select one or more recipients in your Accounts list, then select Send Message in the pull-down menu.

2. Click in the Template field, then select the template from the pull-down menu.

3. Edit the existing text or compose something new, then set up the message options. 

tip

Note: Changes you make to the message don’t alter the selected template.

Editing Message Templates

To make changes to a message template, follow these steps:

1. Go to  Settings from the left sidebar, select Templates in the menu bar, go to Messages, then click on the message template’s name in the list.

2. Make changes to the message template, then click SAVE.

Deleting Message Templates

To remove a message template completely, go to Settings from the left sidebar, select Templates in the menu bar, then open MessagesClick the three dots to the far right of the message template’s name, select Delete, then confirm by clicking DELETE in the Delete Confirmation pop-up.

3. Select the template in the  Template field pull-down menu.  

4. Edit the existing message or compose a new one, then select the message settings. 

tip

Note: Changes you make to the message don’t alter the selected template.

Editing Message Templates

To make changes to a message template, follow these steps:

1. Go to Settings from the left sidebar, select Templates in the menu bar, go to Messages, then click on the message template’s name in the list.

2. Make changes to the message template, then click SAVE.

Deleting Message Templates

To remove a message template completely, go to Settings from the left sidebar, select Templates in the menu bar, then open Messages. Click the three dots to the far right of the message template’s name, select Delete, then confirm by clicking DELETE in the Delete Confirmation pop-up.

pro

This page is for TaxDome Lite users only. Switch tabs above for the TaxDome Pro version.

Message templates are for communications you regularly send to clients. They keep you from having to write the same messages from scratch over and over and make it so you have them handy when you need them.

Covered here:

Creating Message Templates

A message template can be created by a firm owner.

To create a message template, go to Settings from the left sidebar, select Templates in the menu bar, go to Messages, then click CREATE TEMPLATE.

Below, learn about the numbered sections in the Update Message Template window where you create message templates:

1. Name: Enter a name for the template—what you’ll see when you select it.

2. From: Enter who the message is from.

3. Title: Enter a subject line for the message; it will appear as the name of the communication in the recipient’s message list once it is sent.

4. Add Shortcode: To individualize the message, apply shortcodes to include dynamic data such as for the account name or the date. Shortcodes are available for both the message title and body. For more about shortcodes, go here.

5. Body: Compose the message, using formatting, emojis, links and more.

6. Save: Saves the template for future use.

Applying Message Templates

Once you have made a message template, use it to speed up creating any new message. Here’s how:

1. Choose an option to create a new message:

  • Click + NEW, then select Chat.
  • Click New Chat in the Messages section of an account profile.
  • Select one or more recipients in your Accounts list, then select Send Message in the pull-down menu.

2. In the Template field, select a template from the pull-down menu.

3. Edit the message or compose a new one, and set up the options for the message. 

tip

Note: Changes you make to the message won’t alter the selected template.

Editing Message Templates

To make changes to a message template, follow these steps:

1. Go to Settings from the left sidebar, select Templates in the menu bar, go to Messages, then click on the message template’s name in the list.

2. Make changes to the message template, then click SAVE.

Deleting Message Templates

To remove a message template completely, go to Settings from the left sidebar, select Templates in the menu bar, then open Messages. Click the three dots to the far right of the message template’s name, select Delete, then confirm by clicking DELETE in the Delete Confirmation pop-up.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us