Templates
The functionality of this tab is the same as in Messages.
You can use this tab for storing the most commonly used templates for sending invitations, reminders and other messages. This way, the templates can be easily found and shared with other administrators.
The default built-in templates provided by Datafisher can also be found under this tab.
In this section
Create a new template
The process of creating a new template is done exactly the same as creating a new message. Navigate to "Messaging" → "Templates", click on the "Add" button, fill the required fields, and click on "Create".
If you need further help in creating a new template, check again the instructions of creating a new message.
Edit template
Editing a template is done exactly the same as editing a message.
If you need further help in how to edit a template, check again the instructions of how to edit a message
You cannot delete or edit the built-in templates provided by Datafisher. You can copy them using the copy button.
Copy template
Copying a template is done exactly the same as copying a message.
If you need further help in how to copy a template, check again the instructions of how to copy a message.