Customer Messaging Template Setup in NexsyisNow
Customer messaging templates can be set up and managed from the Settings page in NexsyisNow. This page lets you create automated messages triggered by workflows in Nexsyis/NexsyisNow—such as appointment reminders, repair stage updates, and e-Document set notifications.
To access this setup page, navigate to Settings > Messaging Templates to view the message template categories:
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A checkbox in the Completed column for an event signifies that a template has been completed and is actively being used. Selecting the pencil icon opens the Edit Template page where templates can be created, updated, or cleared as needed (seen below):
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- The template type/event currently being edited will display its code as a label on the Edit Template screen.
- For certain template types, such as appointment reminder templates, there is the option to set up first and second reminder notifications to be sent out at different time periods after the initial notification is triggered.
- Fields can be inserted to customize the template - these fields adjust based on information tied to the folder, customer, shop, vehicle, estimate, etc. Expand the list and select to add to the template's message where needed.
- You have the option to add a link to the customer portal, online photo estimate page, or payment screen and enter text to display in place of the hyperlink.
- Select one of the Clear Notification options to clear the text from the email, text, or both sections.
Message Template Categories
- Appointment Reminders: These templates automatically trigger a message to a customer when an appointment type is created. There is also the option to set up first and second reminder notifications, which will send the same message at your specified intervals.
- Custom: Users can create custom templates to send manually from the Folder Communication.
- Vehicle Delivered: Multiple messages can be set up at the desired intervals after the Vehicle Delivered checkbox is set within a folder.
- Folder Events: Message templates that trigger after specific folder workflows are performed - including After Final Review, Email Returning Signed Documents, Folder Invitation, etc.
- Repair Plan Steps: Message templates in this group automatically send a text or email after a repair stage is completed. A company-wide setting can delay sending (e.g., by 30 minutes). If the stage is moved back during this delay, the message won’t be sent until the stage is completed again.
- Document Sets: Messages that will be sent to the customer when you send Document Sets to be viewed or signed.
For information regarding how to set up customer messaging templates in the Nexsyis desktop app, please go to the link here to learn more.