Create and Customise Templates for Campaigns

You can create pre-saved text and email templates for use in the campaigns which makes your life easier by reducing efforts of manual entry.

Note: These templates are different to the templates in practice settings.

Topics Covered

• Add a New Template
• Edit a Template

Let's see how to create and edit templates.

Add a New Template

Perform the following steps to create a new template.

• Navigate to the System Menu > select Patient Engagement.

1. For Text Templates

• Click Templates > select Text Templates >click + Add.

• Enter the required information:
  • Name: The name of the template.
  • Campaign Type: The campaign type where this template should be applicable.  
  • Content: Type the content in this section.
  • Require Patient Response: Choose Yes or No to indicate if the patient response is required.
• Click Save.

• A toast notification will appear on the top right stating, 'Template created successfully'.

2. For Email Templates

• On Templates > select Email Templates > click + Add.

• Enter the required information:
  • Name: The name of the template.
  • Campaign Type: The campaign type where this template should be applicable.  
  • Require Patient Response: Choose Yes or No to indicate if the patient response is required.
  • Email Subject: Add the subject for the email.
  • Enter the Email Body.
• Click Save.

• You can use '@' to easily access in-built quick links in the text area.

Tip: You can use the Pending Forms quick link to view the pending documents, pending forms or pending medical history forms in the patient portal.

• A toast notification will appear on the top right stating, 'Template created successfully'.

Upload HTML Templates

For email templates, you have the option to upload an HTML template. To do so,

• Click Upload HTML Template on the Templates page.

• Drag and drop the HTML file or click Browse Files to find and select the file.

When uploading an HTML template, follow these guidelines:

• Do not include <script>, inline JavaScript, <iframe>, Flash, embedded audio/video, forms or <div> layering.
• Use static, table-based layouts with nested tables instead of complex CSS.
• Styling issues may occur with uploaded template files.
• Keep template width between 600px and 800px.
• Use simple inline CSS and standard web-safe fonts.
• Avoid or be cautious with background images, custom fonts, wide layouts, image maps and embedded CSS.
• Include images via proper external URLs.
• Images added through TinyMCE must not exceed 10MB.

Edit a Template

To edit an existing template, perform the steps below.

• Click Templates > Text, or Email Templates.
• Click on any of the saved templates.

• Click Edit on the modal.

• Make the required changes.
• Click Save.

To learn more about how to Upload Images on the Gallery, click here.

Practices can use this simple guide to create and customise templates for campaigns in CareStack.