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Digital Documents: Create and Customize SMS and Email Templates
Digital Documents: Create and Customize SMS and Email Templates
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Gym owners and staff can now create, customize, and send SMS and Email templates that include digital documents. These additional enhancements will enable a location to communicate with its clients more effectively.

The steps for creating the templates are as follows:

A. SMS Templates

1. Select Templates under Location on the left menu.

2. Click on the SMS Template and the Add SMS Template tab.

3. Select the contact type. You can also have the option to select multiple groups when creating SMS template.

4. Enter the title of your template.

5. Compose your own template by typing in “@” symbol to add the merge tag like Staff First Name, Contact First Name, Digital Documents etc.

6. Click the Save Template tab once you have created your template.

Important Note: This will only serve as a placeholder for the digital document URL. When you send it from a client profile, whichever digital document you choose is what the URL will be.

B. Email Templates

1. Click on the Email Template and the Add Email Template tab.

2. Select the contact type. Same with SMS Template, you can also have the option to select multiple groups when creating Email template.

3. Enter the Template title and Email subject.

4. Compose your own template by clicking the gear icon to add the merge tag like Staff First Name, Contact First Name, Digital Documents etc.

5. Once you have composed your template, you can click the Save Template button.

You also have the option to edit the name of your Digital Document by clicking the link and the pencil icon.

You can change the name of your document in the Text box. Then, click the Update button.

Important Tip: You can create a separate template for your agreements, commitment memberships, or other kinds of forms.

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