Templates

 
Templates are an exciting new Page introduced in the Platform Spring 2020 Release! As part of this Release, existing Message Templates have been migrated to support a seamless transition in the New Message Tool.

Please Note: Widget Attributes that reference a Message_ID will continue to do so. We will evaluate and update these in the future as appropriate.
Basics
  • Templates offer a quick and reusable way to pre-fill formatting and content in the New Message Tool.
  • Similar to Messages, Templates support Contact Fields, Data Fields, and attachments
  • Templates can be used on any Page in MP where the New Message Tool is available. Or, they can be limited to a specific Page by specifying a value in the Pertains to Page field.
Template Record

Templates can be found by navigating to Communications > Templates. If Template User and/or Template User Group are not set, the Template will be available for all Users. 

  • Template Name: A friendly name which clearly identifies this Template. Templates created and deployed by Think Ministry will included "[USED BY ...]." This is added to a Template Name when it is created.
  • Subject Text: The text value which will populate the Subject when this Template is selected. For text message templates, the Subject Text will be the message.
  • Body HTML: The Body of the Message if composed via HTML. 
  • Body Data: The Body of the Message if composed via JSON. If used, the Template Editor Tool populates this field. 
  • Pertains to Page: The Page ID this Template relates to; used by the New Message Tool for filtering and grouping Templates. 
    • This Page should correspond to any Data Merge Fields present in the Message. 
    • Templates without this value will be available on all Pages and should only contain Contact Merge Fields
    • Populating this field restricts Templates to that Page and groups them together under the Page Name header in the New Message Tool.
  • Template User: The User this Template is associated with. The User who will be able to access this Template. May or may not be part of the Template User Group. Note: Users who are not the Template User or in the Template User Group will not have access to the Template.
  • Template User Group: The User Group this Template is associated with. This User Group will be able to access this Template. Note: Users who are not the Template User or in the Template User Group will not have access to the Template.
  • Active: Indicates whether this Template is active and currently available in the New Message Tool. Note: Processes and notification routines do not care about this field. Notification and processes will still send with a template, even if Active is set to False.
  • From Contact: If a Template is used outside of the New Message Tool, the 'From' Contact might be sourced from this value (over time as features are updated to use the new Template record). Note: Varies feature by feature. Please check feature specific documentation. 
  • Reply to Contact: If a Template is used outside of the New Message Tool, the 'Reply to Contact' might be sourced from this value (over time as features are updated to use the new Template record). Note: Varies feature by feature. Please check feature specific documentation. 
Creating a Template
The recommended way to create a Template is to use the Template Editor Tool! This new, simple Tool will allow Users to create stunning Templates without coding knowledge.

Alternatively, Templates can be created one of two ways:

HTML Method

If your Template will be content only (no formatting) or you have a comfortable knowledge of HTML, a new Template can be created by simply navigating to Communications > Templates page and choosing "New". Content should be stored in the Body HTML field; do not populate the Body Data field (this will be used by the new Template Editor Tool). 

Messaging Method

Templates can also be created by composing a Message using the New Message Tool. After sending, navigate to Communications > Messages and locate the sent Message. Copy the Message Body (use source view to include all formatting). Then navigate to Communications > Templates, click "New" and paste into the Body HTML field of your Template. 

Inactivating a Template

If a Template should no longer be available in the New Message Tool, the Template can be inactivated. 

  1. Go to Communications > Templates. 
  2. Open desired Template. 
  3. Edit and toggle Active to False. 
  4. Save. 
Sending a Template

When sending a Template, the From/Reply To is the User sending the Message unless they have changed the From/Reply To. This is true regardless of which User initially created the Template.

  1. Launch the New Message Tool
  2. In the Template drop-down, choose the desired Template.
    • Templates with a defined Pertains to Page value are displayed first, grouped under the header "[Page Name] Templates". 
    • All other Templates appear under the header "Contact Fields Templates". 
  3. Make any desired edits. Any edits made to a Template in the New Message Tool apply only to that specific Message (these edits do not update the Template record).
  4. Once satisfied with the Message, click Send.
Updating a Template

Any edits made to a Template in the New Message Tool apply only to that specific Message (these edits do not update the Template record).

To create lasting changes, the Template itself must be edited:
  1. Go to Communications > Templates.
  2. Open desired Template. 
  3. Edit and make changes. 
  4. Save.

Note: Templates that were created by Think Ministry, Inc. contain [Church_Name] and [Church_Url] tokens. These are not automatically populated by the system, and need to be manually updated. Want to know which templates contain these tokens and may need to be updated? Create a View on the Templates page showing any records with [Church_Name] or [Church_Url] in the Body HTML field.