Messages (Basic): Create & Apply Templates

pro

This page applies to TaxDome Pro pricing plan only. Please switch the tab above to see TaxDome Lite related content.

Message templates are for communications you regularly send to clients that require little to no change. They can also be used as automations in pipelines for automatic notifications to clients. This way, you won’t have to compose a new message every time a certain type of notification needs to go out.

Covered here:

Creating Message Templates

A message template can be created by a firm owner or any team member with access rights to manage templates.

To create a message template, go to Settings from the left sidebar, select Templates in the menu bar, go to Messages, then click CREATE TEMPLATE.

Or access this page by selecting the Send Message automation while creating or editing a pipeline, then clicking on the New Template button.

Learn about the numbered message template creation features here:

1. Name: Enter a name for the template. This is what you’ll see when you select it. 

2. From: Select the name of the team member on behalf of whom the message should be sent. This is the name the recipient will see in the message thread, no matter who has moved the job to the next stage. 

A team member can be selected here if... 

3. Title: Enter a subject line; it will appear as the name of the communication in the message list once it is sent. 

4. Body: Write the message. You can use different formatting as well as add links. 

5. Add Shortcode: To individualize the message, click on this link to include the name of the person associated with the account and/or date shortcodes. Shortcodes are available for both the message title and body. Read more on shortcodes in the article.

6. Tasks: Add client tasks; these are displayed as to-do items in a checklist. Click Add task to add more to-do items. Once a task is completed, either you or the client can check it off. Learn more about managing client tasks here.

7. Save: This saves your template for future use.

Applying Message Templates

Once you have made a message template, use it to speed up creating messages. Here’s how:

1. Create a new message by (a) clicking the + NEW button and selecting Chat, (b) clicking the New Chat button from the Messages section of an account’s profile, or (c) selecting the recipients in the accounts list, then clicking on Send Message in the pull-down.

2. Click the Template list to expand it, then select the template you want to use.

3. Continue by setting up the message options. Make changes to the text, insert links, etc.

tip

Note! Changes you make to the message don’t alter the selected template.

Editing Message Templates

To make changes to a message template, follow these steps:

1. Go to Settings from the left sidebar, select Templates in the menu bar, go to Messages, then click on the message template’s name in the list.

2. Make changes to the message template, then click SAVE.

Deleting Message Templates

To remove a message template completely, go to Settings from the left sidebar, select Templates in the menu bar, then open MessagesClick the three dots to the far right of the message template’s name, select Delete, then confirm by clicking DELETE in the Delete Confirmation pop-up.

pro

This page applies to TaxDome Lite pricing plan only. Please switch the tab above to see TaxDome Pro related content.

Message templates are for communications you regularly send to clients that require little to no change. This way, you won’t have to compose a new message every time a certain type of notification needs to go out.

Covered here:

Creating Message Templates

A message template can be created by a firm owner.

To create a message template, go to Settings from the left sidebar, select Templates in the menu bar, go to Messages, then click CREATE TEMPLATE.

Learn about the numbered message template creation features here:


1. Name: Enter a name for the template. This is what you’ll see when you select it. 

2. From: This is the name the recipient will see in the message thread. 

3. Title: Enter a subject line; it will appear as the name of the communication in the message list once it is sent. 

4. Body: Write the message. You can use different formatting as well as add links. 

5. Add Shortcode: To individualize the message, click on this link to include the name of the person associated with the account and/or date shortcodes. Shortcodes are available for both the message title and body. Read more on shortcodes in the article.

6. Save: This saves your template for future use.

Applying Message Templates

Once you have made a message template, use it to speed up creating messages. Here’s how:

1. Create a new message by (a) clicking the + NEW button and selecting Chat, (b) clicking the New Chat button from the Messages section of an account’s profile, or (c) selecting the recipients in the accounts list, then clicking on Send Message in the pull-down.

2. Click the Template list to expand it, then select the template you want to use.

3. Continue by setting up the message options. Make changes to the text, insert links, etc.

tip

Note! Changes you make to the message don’t alter the selected template.

Editing Message Templates

To make changes to a message template, follow these steps:

1. Go to Settings from the left sidebar, select Templates in the menu bar, go to Messages, then click on the message template’s name in the list.

2. Make changes to the message template, then click SAVE.

Deleting Message Templates

To remove a message template completely, go to Settings from the left sidebar, select Templates in the menu bar, then open MessagesClick the three dots to the far right of the message template’s name, select Delete, then confirm by clicking DELETE in the Delete Confirmation pop-up.

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