How to create a message template

What it's for

A template is a saved message you can reuse — a monthly newsletter, a progress update, a staff reminder. Set it up once and apply it whenever you send, so you're not writing the same message from scratch each time.

Where to find it

Communications → Templates tab → New Template.

Step-by-step

1. Go to Communications and open the Templates tab.
2. Click New Template.
3. Under Template Details, enter a Template Name, an optional Description,

and choose a Category (Newsletters, Events, Updates, Reminders or Holidays).

1. Under Content, write the Subject and Message. Use the Insert

placeholders (such as {{childName}} or {{centerName}}) to personalize the message when it's sent.

1. Click Create Template.

Tips & limits

• Templates appear in the Apply Template dropdown when you send a communication, so

a good name and category make them easy to find.

• The category filters at the top of the Templates tab let you browse by type.
• Edit or delete a template any time from its card on the Templates tab.

Related articles

• How to send an announcement
• Understanding Communications
• How to review delivery and read status