Create Message Templates

Learn how to tailor the outgoing messages sent out to people involved in a job that helps them keep up-to-date with work events

Updated over a week ago

When an event occurs, as described by the active automation rules and standard notifications, the notification system in Loc8 sends out automated messages through emails, SMS and in-app notifications to users involved in an ongoing work. The notification can inform the associated contacts about simple events, such as new job creation, job completion, quote rejection or quote approval, to complex rule-based events that set out one or more significant actions.

These notifications use message templates that are available in your Settings -> Admin Settings -> Message Templates.

You can edit the ready-to-use message templates or create new ones to suit the style of language followed in your organisation.

In this article, you will see how to:

Accessing the message templates

From the main menu bar on the left panel, select the Settings icon. Under Admin settings, select the Message templates tab.

In the TEMPLATES page, you will find the option to create a new message template entirely from scratch or enable one of the ready-to-use message templates that may only need minimum edits to suit your business requirement.

OPTION 1: Updating a ready-to-use message template

Loc8 provides a collection of message templates for Jobs and Quotes to help you get started.
Select the template that best suits your current scenario. You may use the template as is or update it by adding new variables, for example, {{workOrder.status}}.

The variables act like placeholders for the actual values that will be inserted in its place when the notification is triggered and the message template goes live.

STEP 1 Browse through the collection and open the template that matches your requirement.

STEP 2 Add new content or variables as required and save the changes.

Check out all the variables that you may use to construct a message templates in the article Variables used in Message Templates.

OPTION 2: Creating your own message template

STEP 1 Under the selected category, create a new template using the +Add template button.

STEP 2 Draft the message for email body and the in-app notification using the variables as listed in the article Variables used in Message Templates and save the changes.

The message template is ready.

Next up, make sure that the standard notifications are configured. For more information on turning on the notifications, read Configure Standard Notifications.

If you intend to use this templated in an automation rule, ensure that the automation rule is enabled, and that you have referenced this particular template in the rule configurations.
For more information on adding message template to automation rules, read Configure Rules to Enable Process Automations and Notifications.

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