Generic Template Information

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This section covers all areas which are relevant for each template made or edited, this can be accessed by Creating New Template, or Editing an existing one.
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Delivery Mode

This is how you determine how the contact receives the information if they have given the necessary permissions, and there is valid contact details.

Letter

These can either be downloaded to be manually sent, or sent to Postal.

Email
This allows the Public Access Code to be sent.

SMS
This can allow replies, and specific replies to have specific rules. For example, you can set an Action to "Change Visit - set Visit Status to Pending-Rejected.", and the message might say "An engineer is on the way! Please reply UNAVAILABLE if you wouldn't be available." So if the Customer would reply saying "UNAVILABLE" this job would change to pending rejected, and the engineer would be informed.

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Template Name
This is the name of the template which is used for Website Users, i.e. the list of Templates in the Template Manager, the dropdowns within Send Reminders on a Property.

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Subject
This is the name of the Subject of the relevant delivery mode, i.e Subject Line in an Email, and the sent by Subject of an SMS.

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Template Content
This is the body of whatever template you're using, whatever typed in here is what the contact will receive, additionally you can drag the Merge Fields into this section.

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Merge Fields
These are used to bring Data from Propeller into the template, they will be replaced by the relevant data when sending an email, i.e. if you're sending a Service Reminder, you could include {Visit Date} and {Visit Duration} so that the contact would receive the date and how long the visit is assumed to take.

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Landlords/Clients
This allows users to make Templates for specific Landlords or Clients, you can select multiple Landlords or Clients by choosing them in the drop down or searching in the text box, these will be added to the textbox and can be removed by clicking on the X. If no Landlords or Clients are selected this template will be usable for all properties.

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Visit Status

This allows users to specify which status a template is to be used for. This is mandatory, but multiple options can be chosen. This allows bulk communications with Contacts via the Visit Communication page to be specific to the state of the visit.
For example, you could create an email template, asking for a review and select Complete and Closed for a post-completion bulk email. This then could be ran by going to Visit Communication and choosing the filter information and specifying that you're wanting to see Complete Visits. Then this would be available under Email, the same would be for Closed visits, but using the filters for any Pending, Missed Cancelled, Missed, Further Work visits wouldn't allow the User to select this template.

Template Type

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Service Reminder
This template is used to for communicating with contacts about upcoming Service Dates for Appliances. This can be accessed by the Property page, and choosing Send Reminders.
This allows Asset information to be added to the Template Content body.

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Visit Communication
This template is used when communication within an existing Visit. These can be accessed by going to a Pending Visit, and choosing Send Visit Information.

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Send Document
This template is used for forwarding documents from within the Propeller System to a user. If you choose the Delivery Mode as email, this template can be accessed by going to a Visit, and choosing Email Documents. If you choose Postal Cover Letter, it will be used when going into the Document Collator, and choosing Postal rather than download.

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Engineer on-way SMS
This template is used when an engineer confirms they're on the way via the Propeller Mobile App.

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Automated Missed Visit SMS
 This template is used when text messages are automatically sent when a visit is messed. These can be made specific to landlords, but only one template can be assigned to a landlord, and there can only be one for All Landlords.