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Creating a Communication template
Updated over 8 months ago

Communication Templates can be created for Notices, Newsletters, and Procedures.

View Templates

Navigate to Templates.

Click Communicate then click Templates.

Creating a new Template

To Create a Communication Template, first select the type of template you would like to create by clicking the corresponding tab.

Click the tab for Notices, Newsletters or Procedures.

Click New Notice\Newsletter\Procedures Template.

Enter a Template Title. Select the Target Communities. Finally, enter the Template body.

Setup the Template with your branding by adding images , links , or text. Add an image by clicking the Insert Image button . Do not copy and paste the image into the template as that can cause formatting issues. After adding an image from a file, the image can be manually resized by clicking the image and dragging the corner.

Use the text formatting bar to change the font, text size, centering, add bulleted lists etc...

As you build out your template it will be displayed in the preview screen on the right.

When you are satisfied with your template click Save.

You will be brought back to the main templates page. Be sure to click the appropriate tab for the type of template you created.

Deleting a Template

To delete a template. Click the ellipsis icon in the actions column of the main templates page and click delete.

Your template has been deleted and will be removed from the screen. Please note: Template deletion cannot be undone.

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