How do I customise message templates?

getSoapy comes preloaded with professional message templates for all of the automatic notifications that are sent to your customers. Each notification type has two templates - one for email messages, and one for SMS messages.

getSoapy uses tags to auto-populate your messages with content such as the customer's name, your business name, and links to the customer portal. You can edit the content of these messages, add other tags, edit the subject line of email messages, and format the content of email messages.

  1. Go to More > Customers > Message templates.

  2. Select the Customers or Quotes tab to find the message template you want to edit.

  3. Click on a message template to view what it says right now and to start editing.

  4. By default, the email message is displayed. Select the SMS tab to edit the SMS message. See our tips below on editing these templates. Remember to scroll down and click Save on each template you edit.

Editing email message templates

Some say the email subject line is the most important sentence of the entire email. You can edit yours here and use the tag menu to insert other tags (auto-populated text).

Email message subject line

Now for the body of the email. You can edit the text and use the text editor to:

  • insert other tags (see What are tags?)
  • make text bold
  • make text italic
  • insert emojis
  • insert hyperlinks
  • use the style drop-down menu to add headings or paragraph text
  • change the text size

Email message body text editor

Editing SMS message templates

You can edit the text using the text editor and use the tag menu to insert other tags (auto-populated text).

SMS message text editor

By default, we include a secure link to the customer portal {{link.short}} in all SMS message templates. Below the text editor you'll find some pre-built sentences with tags that you can copy using the copy icon on the right-hand side.

Copy icon