One of the powerful features in your CMC is the ability to create customized, personalized and dynamic messages to send to your customers. No matter whether you choose email, fax, SMS or voice messages, you can use this powerful tool to fabricate the right message and then be able to reuse it over and over again! Here are some helpful tips to be able to do this. In addition, you may want to watch our training video via the link at the end of this document to learn even more!
To get started, you will want to copy one of our standard templates to your working area. The steps below show you the folders that you will need to use.
Go into RMA root folder > CMC_Sample_Templates > Copy Sample Templates for each message type:


Then Paste into RMA > DATA > CMC_Templates into the corresponding folders

Go to Generate Messages Screen - now you will be able to see the templates available to you when the ellipses box is clicked:


*You may open a template and modify how you need to with NotePad - always save to RMA > DATA > CMC_Templates > Corresponding Folder
In next week's lesson, we will have more details on the actual editing of the templates. If you cannot wait, then you will want grab the manual and read up on this great tool.