Customizing Customer Message Templates

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In a Sales Order, you can easily communicate with your customers by clicking on the Message Customer button.

Here in the pop-up, you can type a message to your customers. We recommend utilizing the Message Template to save time in messaging your customers. 

Here we will talk about how to create and customize a message template.

Add a New Message Template

1. Navigate to

2. Click on Message Template at the sidebar. Then click + Message Template.

3. Give your Message Template a name and select the Template Type.

Tips:  Click here to learn more about the Message Template Types.

4. You can customize your message template by personalizing it with Variables.

Variables are information related to the Sales Order / Quote of a particular customer. We have included a list of Variables to provide your customers with more information about their order. Below is an example of a customized Sales Order Message Template with the relevant variables.

Once you have inserted the Variables, the corresponding information will preview on the customer side.

Note: The preview will only work if there is an existing Sales Order / Quote in your system. Otherwise, the preview will fail to be displayed.

You can add multiple Message Templates to suit your workflow needs.

Update Message Template

You can update existing Message Templates by editing the template name and message but you cannot switch the Template Type. 

Below is a comparison of a New Message Template and the update of an existing Message Template. As you can see, the Template Type in the right side is fixed under Sales Order Message and cannot be edited.

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