Messaging & Reminders

Message Templates

Ensure you’ve read the summary to understand the elements that go in to message sending.

In this article we’ll talk about the creation of message templates ie the content, wording and layouts of your messages.

This is administered through the Settings > YourCompliance > System Messages > Templates (Compliance) area – or by visiting here:

https://dashboard.yourwelcome.com/settings/product/system-messages/templates/compliance

By now you should be familiar with the table structures in the dashboard but visiting this page should present you with our default list of message templates and/or any message templates you have added/created yourself.

The more menu (3 dots) to the right of each message template row gives you the option to edit, duplicate or delete the chosen rows message or you can click the Add New Template option to start a new message from scratch.

NOTE: Once you have styled your first message, it’s often easiest to duplicate it to change the text content for any additional messages.

On the message creation page you can give the message template a name (note this is only used internally and you will define the email subject on the Certificate Notifications setup page).

Below that the page is split in to 2 areas, on the left is the message builder/previewer and the right section is for adding content / styling the chosen element on the left.

MESSAGE BUILDER/PREVIEWER

This left section can be toggled between building (the pencil icon) and previewing (the eye in a browser icon). You can also view this section in both Desktop layout and Mobile layout.

Unless previewing it, the builder (for both desktop and mobile) uses a block based system for building the messages. Clicking the blue + icon shows a menu to choose the type of block. These include:

• Heading
• Text
• Button
• Image
• Avatar
• Divider
• Spacer
• HTML
• Columns
• Container

Once you have added a block the contents can be amended on the right side of the page. The settings on this right side change depending on which type of block you have selected. Clicking to a different block (or clicking off to anywhere else on the canvas) changes the focus of what is available to edit on the right side.

Note – it’s intuitive to want to click a text block on the left and start typing there however the left previewer is only for viewing the content and adding blocks, so any text etc will be added, edited or deleted from the right side of the screen in the Content box.

Another common query is with regards to line breaks. As the emails are built in (standard) HTML a single text box does not support line breaks, so to separate paragraphs, you need to add multiple text boxes. You can adjust the padding if needed (on the right side) to reduce the space between boxes to make the text feel like it flows.

The Styles tab of the right section is where you can edit the overall colour scheme as well as default font choices and colours however on each block you can override those settings.

If you have any questions about message template or need assistance in styling something, please contact our support team or your account manager.

All output from the email creator is tested and supported by modern email clients (on both desktop and mobile) including: Gmail, Apple Mail, Outlook and Yahoo! Mail.