Templates

Porfolio Templates are used to save sets of “Send in Bulk” and “Time Sensitive” message combinations. This feature is useful to resend combination of messages in the same order you created them. Templates can be reused as many time as you need.

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Creating & editing template groups

Creating template groups You can organise your templates in groups. Groups work just like the folders in your computer. To create a group first select Templates in the navigation then click the “create new group icon”. Add a group name We recommend that you type a name that is closely…

Saving individual messages

Saving individual messages Porfolio allows you to save individual messages you create in Send Now, Time Sensitive or Send in Bulk. This is useful when you manually write a message in a compose message box and want to save it to reuse it in the future. To save any individual…

Creating & Using Time Sensitive Templates

Creating Time Sensitive Templates Step 1: Change to the Time Sensitive tab Click the clock icon in the scheduling options. When asked if you want to change scheduling options click “Change”. Step 2: Select number of messages, select days/times and fill all compose message boxes Decide how many messages you…

Creating & Using Send in Bulk Templates

Creating Send in Bulk Templates Step 1: Change to the Send in Bulk tab Click the calendar icon in the scheduling options. When asked if you want to change scheduling options click “Change”. Step 2: Select Send in Bulk options and fill compose message boxes Select Number of Days, Messages…

Editing Templates

Editing Templates Step 1: Select template folder Go to the menu and click “Templates”. Select the folder you with the template you want to edit. Now hover with your mouse over the template box and click the edit icon. Step 2: Editing title and description If you need you can…