Articles on: Patient Communication

How do I create an email message template?

To create an email template, simply follow the steps below: 

Click Create -> Message
Select the Email tab
Click Manage Template next to Select Template
Click +Add Template
Give your template a name
Enter the subject and the content of the message
Click Save Template at the bottom of the page

Note: Email templates in WriteUpp have a content limit of around 8,000 characters.

Top Tips
If you have information about your practice on a webpage (like directions or pricing information) that you also add to your email templates, adding a link out to these pages can be a really easy way of limiting the amount of text you add to email templates.
If you are copying and pasting text from elsewhere, either from within WriteUpp or from a webpage or a word document for example, you might pick up some stray HTML formatting which will increase the number of characters you use. To avoid this, you should either:
Paste the text into the notepad on your computer first then copy and paste the plain text into WriteUpp. You can then use the tools to format your templates.
Or
Compose your templates manually by typing text and entering variables

Updated on: 20/06/2022

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