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Customer Relations

Last Update 3 months ago

Communication System Template Management

Template Management

Speed up customer communication with MoversMate’s email and message templates.

Clinton Harrison

Last Update 3 months ago

1. Editing a Template

  1. Go to Settings > Email.

  2. Select an existing template from the list.

  3. Modify the pre-written message as needed.

  4. Save changes to update the template.

2. Using a Template

  1. When sending an email or SMS, the system will provide default templates.

  2. Select the relevant template and customize it if needed before sending.

3. Managing Templates

  • Edit Templates – Modify existing default templates.

  • Users Cannot Delete Templates – Default templates cannot be removed.

4. Best Practices

✅ Use templates for common customer interactions to save time. ✅ Keep templates professional and easy to understand. ✅ Regularly update templates to reflect current policies and offers.


Need help? Visit our Support Page.

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