How do I create a Communications Template?

Learn how to create a communications template

1. Log in with your iluminr credentials.

2. In the vertical menu, select Templates.

3. Click Communications.

4. The Templates library will display currently available communication templates, displayed as individual cards. Learn more at Get to know Communications Templates.

5. Click + New Template

   

6. The New Communications Template panel will enable you to create a new message template, without leaving the page you are on.

   

7. Select a message type from the available list. Learn more about message types at Get to know Communications.

   

8. Add a title to your communication, this will be the top line of an SMS and the Subject Line of an email).

9. Compose your message: write the message text in the main box that says "your message:

   • Optional: if you selected the broadcast message type, you can enable recipients the option to reply, set the Response Required toggle to Y (yes).

   • Optional: if you selected the poll message type, you can add up to five response options by:
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     • Clicking and typing into Click here to add a response.
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     • Then click the + icon to add the response.
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     • The platform will notify you when reached the maximum number of responses.
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     • Edit existing response options by selecting the pencil icon, edit the text and then select the tick icon to save the change.
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10. Click Next.

11. Select the Channel/s from which you would like to send the message. Learn more about Channels at Get to know Communications.
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12. Click Save.

Related Articles:

• Get to know Communications Templates

• How do I deactivate, edit or delete a Communication Template?

• How do I create a new message and notify contacts?

• How do I import Contacts in to Contact Groups?