How Do I Set Up My Templates in REsimpli?
Reference
Refer to the process video below for a better understanding.
https://www.loom.com/share/a7a1bce35f3941e4b0673c27f2b023d2?sid=0aa37285-f343-400f-9824-625e6ac2ccd8
Procedure
Different templates are available in REsimpli; you can create ones for your team.
Email Templates
SMS Templates
RVM Templates
Task Templates
Follow these steps to set up your templates in REsimpli.
Navigate to ‘Settings’ in the bottom left corner. A new window will open.
2. Click ‘Manage Templates’ under the ‘Customization’ tab.
Creating Email Templates
Click the ‘Email Templates’ tab.
2. Click ‘Add New.’ A new window will open.
3. Fill out the fields;
Template Name
Subject
From Name
From Email—The system will ask for email verification if this is your first time creating an email template. Click on it, check your email, and click the link to verify.
Message Content - Use ‘@,’ and the data will auto-populate.
Attachments - If the template requires an attachment, click ‘Add Attachments.
4. Hit ‘Save.’
Creating SMS Templates
Click the ‘SMS Templates’ tab.
Click ‘Add New’ at the top right corner. A small window will open.
3. Fill out the fields.
Template Name - Assign a template name for your SMS.
Message—Compose a message template. Type ‘@’ and select the available fields to auto-populate. The character count is limited to 160.
Add Attachments - Click ‘Add Attachments’ to attach a file to the template.
4. Hit ‘Save.’
Creating RVM (Ringless Voicemail) Templates
Click the ‘RVM Templates’ tab.
Click ‘Add New’ at the top right corner. A small window will open.
3. Fill out the fields;
RVM Title - name your RVM.
Select the uploading method.
Select from an existing greeting—Select one already available in your REsimpli account.
Upload a new recording—Select this method to upload a saved recording from your computer. The acceptable audio must be in MP3 or MAV format.
Record New Recording - Select this method to have it recorded through REsimpli. It is the recommended method because it is direct from the system.
4. Click ‘Preview Recording’ to listen to your recording. Hit ‘Add RVM Recording’ when finished.
Creating Tasks Templates
Click the ‘Tasks Templates’ tab.
Click ‘Add New’ at the top right corner. A small window will open.
3. Fill out the fields;
Template Name
Task Name
Task Type
Details
Assigned To (select either Role or User)
Select Role - Select the ‘role’ name or user name if it is assigned to ‘User’
Priority - you can it to ‘Urgent Priority.
Task Due
Notify Assignee - Enable the toggle to activate.
Add Reminder
4. Click ‘Add Template.’
If you need clarification about this article, please email us at support@resimpli.com. You can also reach us through live chat or SMS support, open Monday through Friday from 9 a.m. to 5 p.m. EST.