In the Templates menu, message templates can be created for all users within the organization account. Templates can be created for various activities, see the overview at the bottom of the page.

Create message template

The Manage message templates right is required. The organization administrator can assign this right.

Go to Templates in the right-hand menu and click on the Messages tab.

Click on Add.

At Template type, select the type of template that you want to create.

Enter the subject.

You can format the message in the text box.

Use placeholders so that information is filled in automatically based on a linked tender, contract, recipient or sender.

Select the icon in the text editor.

From the menu you then add the desired placeholders to the message.

Click Save.

The template can now be used by all users in your organization for the selected action in the template.

Important

When you prepare your own template for your organization, the standard template of Negometrix3 will be cancelled.

If only one template has been created for a specific promotion in Negometrix3, this template will always be automatically selected for all users when performing this action. If multiple templates have been created for a specific action, the user is asked to select one of these templates when performing that action.

Template sorts.