custom template

How to Create a Custom Message Template in LedgerSync

Notes
Purpose: Shows you how to send a custom message template which is a pre-written message you can send to your clients — for example, an invitation to join LedgerSync or a reminder to fix something with their bank connection. Creating your own template lets you word the message exactly how you like, in any language, and reuse it whenever you need it.
Follow the steps below to create a custom template:

Before you start:  Log into LedgerSync with your usual username and password.

  1. At the top of the screen, click Client Actions.

  2. From the menu, click Communication Center.

  3. Look on the right-hand side of the page and click the Edit/Add Text Template Messages button.

  4. A window titled Add New Message Template will pop up. This is where you’ll build your message.

  5. Click the Template Type drop-down and pick what your message is for:

  • Invitation — to invite a client to join LedgerSync or invite the client to setup a new bank connection.

  • Issue to Resolve — to ask a client to fix something in the app, such as reconnecting a bank that has become disconnected.

  1. Click the Template Channel drop-down and choose how you’d like the message delivered:

  • SMS — sends it as a text message to the client’s phone.

  • Email — sends it to the client’s email address.

  1. Give your template a name. This is just for you — a clear name (like “Bank Reconnect Reminder”) makes it easy to find and reuse later.

  2. In the Template Text box, type the message you want to send. You can write in any language or characters. To save time, use the placeholders — these automatically fill in details for you. For example, choosing Link to Bank drops in the name of the bank you’re asking the client to connect to, so you don’t have to type it manually.

  3. Read through your message one more time to make sure everything looks right, then click Save.

  4. That’s it! Your new template is ready to use. You’ll find it under Reconnect and Add Banks > Select Message Template whenever you want to send it. For more information on how to send a template through the communication Center please review the following article: https://ledgersync.zohodesk.com/portal/en/kb/articles/communication-center-how-to-invite-clients-to-add-banks-or-reconnect-banks



Warning
Need Help?



If you have questions, please contact LedgerSync Support at support@ledgersync.com, and our team will be happy to assist.

    • Related Articles

    • Communication Center - How to invite clients to add banks or reconnect banks

      Purpose: How to invite a client to securely connect their own bank account through the LedgerSync application Follow the steps below: Log into the LedgerSync application. Navigate to Client Actions → Communication Center → Reconnect and Add Banks. ...

    • Ledgersync Compliance Documents

      Attached is a list of compliance documents and proof of insurance. Please hover over the document and download. Any questions please let maurice.berdugo@ledgersync.com know.

    • Re-invite a client to Ledgersync

      How to invite a client to Ledgersync if the first time when adding them you did not invite them? Say for example you added a client to Ledgersync and you decided to add the bank connection yourself. Later on that client has a new bank and you don't ...

    • How To Sign Up To Ledgersync?

      OK... so you are ready to take the first step and test out Ledgersync! Awesome!! 1) Simply go to the Ledgersync.com web site and click on "Sign up" 2) Go through the form and enter in all the info. The system will not allow generic domains such as , ...

    • Four Methods To Inviting a Client To Add Banks Via Ledgersync

      Asking clients to connect to a new app especially when it comes to banking data can be a bit tricky. As such @ Ledgersync we are coming up with technology and best practices to make it easier for your practice to add clients to Ledgersync. There are ...