Message Templates
Author and maintain the reusable email and SMS copy used when inviting clients to start their will.
Workflow group: Company config · Sidebar: Message Templates Who sees this: Everyone can preview; creating/editing/deleting firm templates is Manager & Admin (subject to company policy). System templates are read-only for all.
Reusable email + SMS copy used when inviting clients to start their will. Advisers pick a template at send time (from the Clients invite panel and the Will Bank send flow); this page is where the wording is authored and maintained.
Message templates - /settings/message-templates
- Intent: Manage the reusable email + SMS copy used when inviting clients to start their will from the Will Bank. Advisers pick a template at send time; the wording is authored and maintained here.
- Who can access it: Everyone can open the page and preview templates. Only Managers/Admins whose company policy permits template editing can create, edit, or delete firm templates. System templates are always read-only for everyone.
- What you can do:
- Preview any template (firm or system) in a side sheet showing a live email preview and an SMS preview with sample recipient details substituted (Email/SMS tabs).
- (Managers/Admins with permission) Create a new firm template via "New template": set a template name, edit the email subject, email body, and SMS body, insert placeholder chips (
{first_name},{last_name},{advisor_name},{company_name},{join_url}) at the cursor, and watch the live email/SMS preview and SMS segment count update. Save with "Create template". - (Managers/Admins with permission) Edit an existing firm template's name and copy, then "Save changes".
- (Managers/Admins with permission) Delete a firm template via a confirmation dialog ("This can't be undone").
- Cancel out of the editor without saving.
- What you see: A page header with description and (if permitted) a "New template" button. Two sections: "Your firm's templates" and "System templates (available to everyone)". Each template is a card showing its name, email subject, an email-body excerpt, Email/SMS indicators, a "System" lock badge on system templates, and Preview / Edit / Delete buttons per permission. The editor and preview open as right-hand sheets.
- States: Loading shows "Loading templates…" with a spinner. Empty firm section shows an empty-state ("No firm templates yet") whose wording differs for managers vs. non-managers. The system-templates section is hidden if none exist. The editor's Save is disabled until name, subject, email body, and SMS body are all filled; buttons show "Saving…" while in flight.
- Related pages / flow: A sibling of Settings (
/settings). Templates authored here are selected in the Will Bank send/invite flow (/will-bank) and the client invite panel (/users) - this page only edits them, the send flow only picks one.
The law behind it
- Managing clients ("Users")How-toAdd, invite, view and reassign the clients you look after, and navigate the client detail page.
Related
- ClientsProductThe adviser's central rolodex of end clients and outstanding invites, and the launch point for starting estate-planning orders.
- Settings (Company profile)ProductWhere an admin maintains the firm's profile: company name, identifiers, contact details, address and logo.
- Will BankProductThe bulk lead-import tool: upload a CSV of prospects, map columns, import in batches, and send sign-up invites by email and SMS.