1.07 Automatic & manual message templates

Vera allows its users to create various automatic & manual message templates with the intention of saving time in sending out messages. To configure these templates, follow the next steps:

Automatic message templates

1. Go to the team settings and select the tab Communication.
2. Scroll towards the Automatic messages box & click the button to create an automatic message template.
3. Select the context.
4. Select the recipient(s) & click Next.
5. Select the trigger(s) (they indicate when the message should be sent) & click Next.
6. Add a condition if desired & click Next.
7. Open the editor(s) and edit the templates for the communication tools you wish to use.
8. Click Save.

Manual message templates

1. Go to the team settings and select the tab Communication.
2. Scroll towards the Manual messages box & click the button to create a message template.
3. Select the context.
4. Add a description.
5. Open the editor(s) and edit the templates for the communication tools you wish to use.
6. Click Save.

Data fields

Tip - you can add data fields that auto fill with information from the database by typing {{, this will open a selector where you can scroll between all the possible options. Select one and the chosen item will now fill in with the correct data everytime you send an email.