Yes. You can edit the text and email templates LedgerSync uses when you invite clients to connect their banks or ask them to fix a broken bank connection. Each template is either an SMS (text message) template or an Email template.

How to edit a template

1. Click Client Actions in the top menu.
2. Click Communication Center.
3. In the Edit/Add Text Template Messages panel, click the template you want to change, or click Add New Template to create one.
4. Choose the Template Type, the Template Channel (SMS or Email) and a Template Name, then edit the text.
5. Click UPDATE to save changes to an existing template, or SAVE for a new one.

Important: A change to a template applies to every message you send with that template from then on. Make the wording show clearly that the message comes from your firm, because clients are more likely to act on a message they recognize.

What every template needs

All fields are required, and the text must include #LS_URL#, which becomes the client's secure link. If the text is missing #LS_URL#, the editor shows "URL placeholder is required. Please add URL placeholder in your template." and the save button stays unavailable until you add it. An empty field shows a message such as "Template Name required".

Placeholders

Placeholders are filled in with real values for each client when the message is sent. You can type them or click the placeholder buttons above the text box.

• #CLIENT_NAME#: the client's name as entered in LedgerSync.
• #BANK_NAME#: the name of the bank the message is about. In an invitation where you do not pick a bank, it is left blank.
• #LS_URL#: the client's secure link to connect a bank, sign in, or fix the connection.
• #EMPLOYEE_FIRST_NAME#: the first name of the person who is signed in and sending the message.
• #COMPANY_NAME#: your firm's company name in LedgerSync.

Example: "Hi #CLIENT_NAME#, this is #EMPLOYEE_FIRST_NAME# from #COMPANY_NAME#. We use LedgerSync for your bookkeeping. Please click this link to connect your #BANK_NAME# account: #LS_URL#"

Choosing SMS or Email when you send

When you send an invitation (Reconnect and Add Banks) or a fix request (Notify Clients), you pick a template in the Select Message Template step. The message goes out only by that template's channel: an SMS template sends a text message, and an Email template sends an email.

In that step you can also change the text for that one send without changing the saved template.

The Default template

Tick Default Template in the editor to make a template the default for its type and channel. Only one template per type and channel can be the default: marking a new one removes the flag from the previous one. Default templates show a Default badge in the template list.

Tips

• Write the message so it sounds like it comes from you, in a friendly, familiar tone. Use #COMPANY_NAME# to show your firm's name.
• Always keep #LS_URL# in the text, because it is the only way your client can act on the message.

Need help?

Contact LedgerSync Support at support@ledgersync.com.