Creating a New Message Template

To begin creating a Templated message, navigate to the Playbooks section and click on the Message Templates tab [Below].

Next click on the + New Message Template button on the upper right-hand-side of the page.

Add:

• Template Name - This is for your reference (not visible to the customer).
• Subject Line - The subject line of the email the customer receives. 
• Body - The main section of the email message (you don't need to complete the message at this stage, just add a couple of words and then click ...
• Create & Continue Editing... (You will complete the message in the next step).