PRIM uses the language registered in the file of your contact for the correspondence and attachments. Make sure to have a template for each of the languages used in your company.

1.Open the window ''Message template management''.

2.If needed, hide the "Search results" pane to optimize the window.

3.Under the ''Message'' tab, click on (Insert).

4.Enter the name of your new template.

5.Select the template type ''Email'' in the list of choices. The edition zone of the message is displayed.

6.Select the folder in which you want to add your template.

7.Select the language in which you will compose your message.

8.Tick the box ''Active template'' to allow PRIM users to use your template.

9.Enter the title or the subject of the email.

10. Write your message.  
PRIM automatically add a double line break. To insert a single line break, press the ''Shift'' key and on ''Enter'' key of your keyboard.

11.Click on (Save).

12. Move under the ''Options'' tab.

13. Depending on the selected folder in the section ''Associated contexts'', you will have a list of different contexts. Choose among the proposed items.

14. Select the sending parameters.

15. The section ''Check by default those type of contacts'' will be accessible according to the selected folder at the creation of the template.

16. If needed, check the type of contact that will be ticked by default at the sending of the email and the property which has to be ticked in the file of the contact.

17. Click on (Save).

18. Move under the ''Files'' tab if you want to attach a document to the template (a PRIM report or a document saved under the in ''Documents management'' tab).

19. Click on (Save).

20. Move under the ''Additional documents'' if you want to join a document saved on your workstation or your network.

21. From the "Home" ribbon, click on (Insert) to add the document.

22. Once added, select it, and select the the properties of the file.

23. Click on (Save).

24. If you company uses different languages, change the language (7) to compose in a different language.

25.Your message is ready. You will be able to use it at your next email sending, using the button .

1.Open a ''Message templates management''.

2.If needed, hide the "Search results" pane to optimize the window.

3.Under the ''Message'' tab, click on (Insert).

4.Enter the name of your new template.

5.Select the template type ''SMS'' in the list of choices.

6.Select the folder in which you want to add your template.

7.Select the language in which you will compose your message.

8.Tick the box ''Active template'' to allow the PRIM users to use your template.

9.Write your message. Use the available variables, if needed. Make sure not to exceed the number of allowed characters.

10. Click on (Save).

11. Move under the ''Options'' tab.

12. Depending on the selected folder in the section ''Associated contexts'', you will have a list of different contexts. Choose among the proposed items.

13. Your message is ready. You will be able to use it at your next SMS sending. Make sure to compose a message for each language used.

Only the templates that you have created will be editable, those in the basic configuration are not. However, you could duplicate an existing template and apply modifications, see the sections "Add a template" above.

The modifications are allowed only in the body of the message, PRIM does not allow the modification of the template type or the folder.  You will need to create a new template.

 Modify a custom template 

1.From the list, select the template you want to modify.

2.Make the changes in the body of the message.

3.Click on (Save).

Duplicate a template from the basic configuration

Message templates included in the basic configuration usually have the mention "(basic config)"  at the end of the template's name.

1.Select the template you want to duplicate and modify in Search results, or using the icons .

2.Go to Options tab.

3.Click on Duplicate.

4.You will be asked if you want to duplicate the template, and then if you want to select the new template. Click Yes for both.

5.A copy of the message will be displayed, with "Copy of" at the beginning of the message's name.

We suggest you replace "Copy of" with your agency's name and to delete "(Basic config)" from the template's name to avoid confusion. Furthermore, if you add your agency's name at the beginning of your customized templates, they will be easier to recognize. .

6.In the Message tab, make necessary changes in the message's text.  

The duplicated template will be available in the same contexts of use as the basic template it is copied from, and the basic template will be disabled if applicable. However, if the template is in a quick access list, i.e. directly when you click on "Send email" or "Send SMS", in the relevant window, the basic template will still be proposed when openeing the message window. To replace the template in this list, please contact support or customer service.  

What is a variable?

A variable is a symbol in an email or SMS template that will take on a certain value when sent.

For example, a variable that is associated with a name of a client and is added in a message template will be erased to display the name of the client to whom the message is addressed.

To facilitate the adding of variables in a message template, email or SMS, PRIM offers a list of available variables to select.

You can also use variables in a message, email, SMS, if you do not use a template.

See sections "Add an email template un modèle de courriel" and "Add a SMS template" to learn how to create templates. Nous traiterons ici de l'ajout de variables dans un message, although the feature is the same in a template.

1.You are in the window for sending of the messages, at the design step of your message.

2.To insert a variable in the text, click on (email) or (SMS) and choose among the proposed items in the list of available variables.

3.To insert a variable in the subject of an email, click on on the right of the email's subject and  choose among the proposed items in the list of available variables.

4.If you did not insert the variable at the right place, you can move it by using the ''Cut - Paste'' method.

5.Click on (Save).

It is possible to rename the proposed variables in order for them to better reflect the use you make of them.  

1.In the "System" ribbon, click on "Settings" to open the configuration window.

2.Perform a search (for example : variables) to get the window for management of Send variables (CFG046). The variables are  lassified by entity (left table): move on the desired entity.

3.Look in the table on the right for the variable that you want to rename.

4.Use the translation button to rename the variable according to your preferences and save.

When you create a customized translation, the button will automatically switch from "predefinde translation" to "Custom translation". This is normal and will prevent your translation to be  overwritten next time there is an update of the software.