Email & SMS Templates

Email & SMS Templates in Compound Direct allow you to build and manage the messages you send to your customers across different stages of your workflow. These templates ensure your quotes, reminders, notifications, and automated messages remain clear, accurate, and aligned with your brand. By setting up reusable defaults, you save time, maintain consistency, and reduce the chance of errors in daily operations.

These features help you:

• Create custom templates for email and SMS communications, including quotes, reminders, payment confirmations, and order progress updates.
• Standardise emailing to your customers by using prebuilt layouts, placeholders, and design components.
• Streamline communication by ensuring each template is easy to find, customise, and reuse whenever needed.

This guide provides an overview of the template management features you will use as you find, create, edit, design, copy, and delete Email & SMS templates within your workspace.

Finding an email & SMS template

1. Go to the ‘Settings’ page.
2. Click on the ‘Templates’ button.
3. Click on the ‘Email & SMS Templates’ button.
   1. A list of default templates is shown with the Name,Send SMS,
      When marked as yes, sending a text message via this template is enabled.
      Send Email,
      When marked as yes, sending an email via this template is enabled.
      and Type configuration on the ‘Email/SMS Templates’ page.

• The default templates available will vary depending on the package availed.
   

4. To find your desired template you may either:
   1. Begin typing the name of the template into the search search bar.
   2. Select the desired ‘Template’ from the list to view it.

Creating a template

1. Go to the ‘Settings’ page.
2. Click on the ‘Templates’ button.
3. Click on the ‘Email & SMS Templates’ button.
4. Click on the ‘Create Template’ button.
5. On the ‘New Template’ page, enter the desired template name.
6. Select the template type from the drop-down menu.

• This will pre-determine the available placeholders at the bottom of the page.
   

7. Under ‘SMS Settings’, you may:

   1. Tick the ‘check_box Send SMS’ to add the contents of the SMS text.

   • An estimated SMS cost is displayed below the text field. This number may vary depending on the specific customer and pharmacy data included.

   1. You can resize the SMS Text field by height dragging the bottom-right corner.

   2. To automatically insert information saved in the software, use the

      Placeholders

      book

      Placeholders

      Placeholders are predefined text markers *|Text|* that will be replaced with the appropriate information stored in the system (e.g., customer name, pharmacy name, etc.) The available placeholders for each template type appear at the bottom of the template page.

      Read More...
      available under ‘Available Placeholders’ at the bottom of the page by copying and pasting them into the text field.

   • Available placeholders are shown depending on the template type selected from the drop-down menu.

8. Under ‘Email Settings’, tick the ‘check_box Send Email’.

   1. Enter the email subject, sender name, and reply to email address.

9. Under ‘Email Design’, use the email design tools on the right-hand side.

10. Once the templates are complete, click ‘Create’.

Designing an email template

1. Go to the ‘Settings’ page.
2. Click on the ‘Templates’ button.
3. Click on the ‘Email & SMS Templates’ button.
4. Create a new ‘Template’ or select the existing ‘Template’ to which you want to customise the email design.
5. Under ‘Email Design’, click the ‘category Content’ and pan_tool drag the ‘Components’ into the design space.
   1. Click on the dragged ‘Components’ from the list below for configuration.

6. Customise the ‘dashboard Blocks’ by pan_tool dragging a ‘Blank’ into the design space.

   1. Click on the ‘Columns’ type you want to add.
   2. Customise the ‘Column Properties’ from the drop-down:
      1. Select a ‘Background Color’.
      2. Enter the padding px and border px or click on the remove and add buttons.
      3. Select from the ‘Border’ drop-down menu and a ‘Color’.
   3. Customise the ‘splitscreen Row Properties’ from the drop-down:
      1. Select the ‘Background Color’ and ‘Content Background Color’.
      2. Click on the ‘Upload Image’ button, pan_tool drag a new image into the highlight_alt space, or enter an image URL.
      3. Enter the padding px or click on the remove and add buttons.
      4. Click on the toggle_on switch to configure ‘More Options’.
   4. Customise the ‘devices Responsive Design’ by clicking on the toggle_on switch to ‘Hide on Desktop’ view.
   5. Click on the delete_outline icon to delete or click on the content_copy icon to duplicate.

7. Customise the ‘web_asset Body’ by configuring the following settings:

   1. Select the ‘Text Color’, ‘Background Color’, ‘format_align_left | format_align_center Content Alignment’, ‘Font Family arrow_drop_down’, and ‘Font Weight arrow_drop_down’.
   2. Enter the content width or click on the remove and add buttons.
   3. Enter the preheader text under the ‘Email Settings’.
   4. Select the ‘Color’ and click on the toggle_on switch to toggle the ‘Underline’.

8. Click on the visibility icon and select from ‘monitor Desktop’, ‘tablet_android Tablet’, or ‘phone_android Mobile’ to preview the email.

   1. Click on the ‘1280 / 768 / 360 px arrow_drop_down’ or select the specific ‘Device View’ from the drop-down menu.
   2. Enter the width or click on the unfold_more icons for preview adjustment.
   3. Click on the sync icon to reset the pixels.
   4. Click on the close icon to exit the preview.

9. Click on the ‘Create’ or ‘Save’ button.

Editing a template

1. Go to the ‘Settings’ page.
2. Click on the ‘Templates’ button.
3. Click on the ‘Email & SMS Templates’ button.
4. Click on the desired ‘Template Name’ to begin editing.
5. On the ‘Edit Template’ page, edit the template name.
6. Select a different template type from the drop-down menu.
7. Under ‘SMS Settings’, edit the contents of the SMS Text field.
8. Under ‘Email Settings’, edit the email subject, sender name, and reply to email address.
9. Edit the ‘Email Design’ as desired.

10. Click on the ‘Save’ button.

Copying an email design

1. Go to the ‘Settings’ page.
2. Click on the ‘Templates’ button.
3. Click on the ‘Email & SMS Templates’ button.
4. Select and click on the desired ‘Email Template Name’.
5. Click on the ‘More Actions keyboard_arrow_down’ drop-down menu and select ‘RAW Email (.json)’.

• The RAW Email (.json) button will only appear when the email design section is already displayed.

6. On the ‘Email Design’ field, press ‘Ctrl + A’ and ‘Ctrl + C’ directly from your keyboard to copy the template schema (design JSON).
7. Click on the ‘Cancel’ button and return to the ‘Email & SMS Templates’ page by clicking the arrow_back icon.
8. Create a new template or select the existing template to which you want to apply the copied design.

   1. Click on the ‘More Actions keyboard_arrow_down’ drop-down menu and select ‘RAW Email (.json)’.

   • The RAW Email (.json) button will only appear when the email design section is already displayed.
   1. On the ‘Email Design’ field, you may either:
      1. Press ‘Ctrl + A’ and ‘Delete’ directly on your keyboard if there is an existing template schema (design JSON)
      2. ‘Ctrl + V’ directly on your keyboard to paste the template schema (design JSON).
9. Click on the ‘Save’ button.

Deleting a template

1. Go to the ‘Settings’ page.
2. Click on the ‘Templates’ button.
3. Click on the ‘Email & SMS Templates’ button.
4. Select and click on the desired ‘Template Name’.
5. Click on the ‘More Actions keyboard_arrow_down’ and select ‘Delete’.
6. On the ‘Delete Template’ modal, click on the ‘Delete’ button.