Message Templates

A range of templates for messaging can be created and organised with the Message Templates List.

When you select Message Templates from the Cloudwork dashboard menu, the Message Templates List displays. This includes a list of existing templates as well as the option to create a New Message Template.

Variables for message templates

For each type of message template there are standard variables which may be included in any field, for example $first_name and $last_name. When the message is sent the variables will be replaced with the relevant values for the individual user.

You can also use as variables any extra attributes you have set up for your users, such as $salutation or $SIS_ID.

Note that a variable that cannot be resolved (i.e. it is not one of the standardised variables or one of a user's custom attributes) will be left in the message unchanged.

A single dollar sign ($) precedes the variable name. If you need to include an actual dollar sign in your message, type two dollar signs ($$).

Create a new message template

Click the New Message Template button to display a list of template types for your school. These may include:

• Welcome Email(Click here for more information about Welcome Email Templates)
• Forgot Password email(Click here for more information Forgot Password Email Templates)
• Forgot Password SMS(Click here for more information Forgot Password SMS Templates)
• Forgot Username Email(Click here for more information Forgot Username Email Templates)

Select the type of message template to be created and complete the required details.

Edit Message Template

All our Message Templates can be edited if changes need to be made to a template.

1. Select Message Templates from the Cloudwork dashboard menu to display the Message Templates List.

2. Click the link for the template to be updated.

3. In the window that opens, click Edit and update the template details as needed.

4. Click Submit.

Delete Message Template

If a Message Template is no longer needed, it can be deleted.

1. Select Message Templates from the Cloudwork dashboard menu to display the Message Templates List.

2. Click the link for the template to be deleted.

3. In the window that opens, confirm that you have selected the correct template and click Delete near the top of the page.

4. Confirm the delete request.