Create Templates for System Messages

Goal​

To create a prepared message that you can use as a template for system messages.

Background Information​

You can use a prepared message as a template for system messages.

System message templates have several advantages:

• One layout can be used for multiple messages; only the text is edited.

• The layout can be easily edited for all messages. The layouts of the individual system messages do not have to be edited.

• Engage can track system messages when a template is used. It cannot track the default system messages.

Procedure​

1. To create a new message, click ​Create New​ > ​Message​ > Email Message > HTML Email.

2. To edit an existing message, click ​Messages​ > ​Draft Messages > Email.

3. Follow the message creation wizard to step ​3. Configuration.

4. Content areas in the message that you want to fill with individual text must contain the placeholder <%system_message%>. This placeholder makes it possible to add text to the content area when the system message is created.

5. From the ​Group drop-down list, select a group.

   If your prepared message is only used as a template for system messages, the group does not affect the message template in any way. However, you must select a group to create a prepared message.

6. In the ​Action area, select ​Save as Prepared Message.

7. To use the prepared message as a template for system messages, click ​Create System Message Template.

8. Click ​Save Prepared Message.

For information on how to use a system message template, see Use Template for System Message.