Access Templates
Setting up a template is useful if you send similar messages frequently. Templates makes message sending easy, quick and more efficient. Below are the two ways you can access Omni Templates:
1. Personal Setup > Templates > Omni Template.
2. Omni > Omni Template.
Create Templates
In order to create a new template, you must begin creating a new Omni order as explained in Send Omni Messages. You can save any Omni message orders you create as templates to be edited and re-used as necessary in future. The following button is available on all 'New' Omni message pages.
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Store your message details as a template for later use.
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Template Options
Click a template name to view/edit details or select one of the following actions:
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Opens an identical copy, which you can edit as necessary and re-use.
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Modify details.
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Remove permanently from the system.
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