PeopleVine at times will send out a standard email or sms based on an activity in the platform. For example:
- Reminding someone about an upcoming appointment or reservation (appointment slot, reservation_slot)
We have setup general templates for these scenarios which you can modify by making a copy. Please note, when making a copy, you will deviate away from the master template (which we update on occasion).
To modify the template:
- Login to the PeopleVine Control Panel
- Go to Automate > Campaign Templates
- Select the template you want to edit. Under the owner column you will see if you've edit this or if you're using the master template.
- Click to view and make your updates.