Email and text templates

Settings › Communication › Templates holds the words of every email and text MoveBoard sends — the quote, the booking confirmation, reminders, invoices. Build every email and text — when they go is set in Workflows. The full guide — cards, the four tabs, the designer, variables and testing — is in Email and text templates.

Before you start

Anyone who can open Settings can change templates. Each template saves with its own Save, which lights only on a real change.

What's on the page

• Every template is a card, grouped by folder, with its kind (email or text), when it's used, which workflow sends it, and how many it has sent.
• Search templates, All / Emails / Texts and All topics narrow the list. Folders makes, renames and orders folders.
• Open a card to change its Subject, Inbox preview line and words, design the email, and see it as the customer will.

Also used by

• Every email goes out inside your Header & footer.
• Workflows decide when each template is sent and to which orders.
• Custom documents add their own signing-link variable — see Custom documents.