Creating multiple Messages

When managing your client communications, you can save multiple email versions or templates for use with the Send Link function.  This way, you can customize your messages based on client type or depending on where the client is in the process.  Your communications will be on point for all client situations! 

You can conveniently create new messages from three different locations:

1) The Send Link page (in any individual album)

2) The Messages page (global account settings)
3) The Communications page  (global account settings)
Creating new Messages is super easy!  When you select to create a new message, you'll see an overlay window (on the Send Link & Communications pages) or the following layout on the Messages page.  
Give the new Message a Title (only seen by you), Subject (will be the subject line of the email sent out), and edit the sample text as desired.  Pay close attention to the variables you want to keep or add, so that the presentation link, password, or other items show up dynamically (for each specific album) every time you use the Message.
Keep Messages Organized
Create as many Message templates as you need to fit your workflow and they will be organized on the left hand side of the Messages page in alphabetical order by title.  You can also edit, delete, or select which Message you'd like to appear as the default on the Send Link page for each album. No matter what you choose as the default, you can select any message as needed when sending to your client.
Send the Right Communication Every Time
Once created, you can access all Messages from the Send Link page within each album.  Send out the Message that makes the most sense for each client and always remain specific to where they are in the process.  
Setup your Messages once for all workflows, making it super easy to communicate thoroughly and on-point every time you touch base with your clients about their album.
Lastly, quick reminder that you can always view 'what was sent' to your client on the Activity History page within each album.

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