Purpose: This article shows you how to create a custom message template. A message template is a pre-written message you can send to your clients, for example an invitation to join LedgerSync or a request to fix something with their bank connection. Creating your own template lets you word the message the way you like 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. In the Edit/Add Text Template Messages panel, click Add New Template. This panel also lists your existing templates, with a search box and columns for each template's name, type and channel.
   
4. A window titled Add New Message Template opens. This is where you build your message.
5. Click the Template Type drop-down and pick what your message is for. The two types most firms use are:
   • Invitation: to invite a client to join LedgerSync or to set up a new bank connection.
   • Issue: to ask a client to fix something, such as reconnecting a bank that has become disconnected.
6. Click the Template Channel drop-down and choose how you want the message delivered:
   • SMS: sends it as a text message to the client's phone.
   • Email: sends it to the client's email address.
   
7. In Template Name, give your template a name. This is just for you. A clear name, such as "Bank Reconnect Reminder", makes it easy to find and reuse later.
   
8. In the template text box, type the message you want to send. To save time, click the Placeholders above the box: Link to Bank, Client Name, Employee First Name and Bank Name. LedgerSync fills these in for each client when the message is sent. For example:
   • Link to Bank adds the client's secure link. Every template must include it, or it cannot be saved.
   • Bank Name adds the name of the bank the message is about, so you don't have to type it.
   
9. Read through your message one more time to make sure everything looks right, then click SAVE.
   

That's it! Your new template is ready to use.

• An Invitation template is offered under Reconnect and Add Banks > Select Message Template.
• An Issue template is offered when you click Notify Clients next to Bank Connections with invalid credentials, under Select Message Template. This option appears only when some of your clients' connections have invalid credentials.

For more information on how to send a template through the Communication Center, please review the article Communication Center - How to invite clients to add banks or reconnect banks.

Need Help?

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