Managing Message Templates
Managing Message Templates
Section titled “Managing Message Templates”Message templates control the content of automated emails and SMS messages sent by Vera. Administrators can customise templates to match your organisation’s communication style.
Accessing Templates
Section titled “Accessing Templates”Navigate to Settings > Message Templates.
Template Types
Section titled “Template Types”Screenshot: The Message Templates grid showing the Name column and System column with filled/empty icons indicating system vs custom templates.
The template grid shows:
- Name — Template name
- System — Filled icon for built-in system templates, empty icon for custom templates
System templates are provided with Vera and serve as starting points. Custom templates can be created and fully edited.
Template Structure
Section titled “Template Structure”Each template is composed of parts that are rendered in sequence:
- Header — Top section of the message
- Body — Main content
- Footer — Bottom section
- Signature — Closing block
Each part can be toggled on/off using the Active and Visible settings.
Dynamic Placeholders
Section titled “Dynamic Placeholders”Templates support placeholders that are replaced with real data when sent:
- Customer name and contact details
- Job and invoice references
- Amounts and dates
- Links to view documents online
- Links for online payment
Editing a Template
Section titled “Editing a Template”Double-click a template in the grid to open the editor:
- Use the rich text editor to modify HTML content
- Insert placeholders from the variable dropdown
- Preview the rendered output
- Reorder parts using the sort order field
- Save your changes
Where Templates Are Used
Section titled “Where Templates Are Used”- Invoice and quote emails
- Purchase order emails
- Workflow task actions (automatic emails on task completion)
- SMS notifications
- CRM automation rules