Creating Reminder "Templates"

  • When you're ready, go ahead and select "Templates" from the menu bar

  • First, start by choosing the section where you want the template to go
  • Next, click on the "New Template" button and choose the type of template you want to create

  • Please enter the name of the template
  • Next, select the delivery method
  • Finally, click on "Create Template"

Each template can be managed individually from the "Actions" column

Congratulations! You have just created your first "Template"

It is not possible to delete a template that is currently in use until it has been removed from the workflows section.

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