To create an email/SMS template, go to Home>Organization and click on the Email & SMS Templates tab. Then click the New Email Template button.
The data fields for an email/SMS template will be displayed:
Enter a title, subject, and email template (HTML tags can be used), and SMS template as desired. The Placeholders menus may be used to select preconfigured fields to use in the subject, email template, and SMS template.
To select an image for SMS, click the Select Image button and select an image file. Click the Save button at the top of the page on the right.
Please see the instructions for sending a test email and/or SMS message.