Overview and Management
The "Templates" feature in the Edlio Mobile App allows you to create and store reusable message formats to save time, ensure consistency, and streamline your communication process. This guide explains how to create, manage, and effectively utilize message templates.
Accessing Templates
Log in to your EdlioApp admin panel at edlioapp.com
2. Navigate to Mass Communication from the left sidebar menu
3. Click Templates from the Mass Communication dashboard
Understanding Message Templates
Templates serve several key purposes:
Consistency - Maintain uniform messaging across communications
Efficiency - Save time by reusing common message structures
Standardization - Ensure all messages follow approved formats
Branding - Keep communications aligned with organizational identity
Error reduction - Minimize mistakes in frequently sent messages
Creating a New Template
To create a reusable message template:
From the Templates dashboard, click the New Template button
2. Complete the following configuration:
Basic Template Information
Enter a descriptive name for your template
Optionally, add a description to help others understand its purpose
Choose visibility settings:
Private - Only you can access this template
Public - Available to all users with template access
Template Content
Enter a default subject line (for email templates)
Create the message body content:
Format text using the rich text editor
Add placeholder images
Insert standard links
Create table structures if needed
3. Add personalization placeholders:
Recipient information (name, email, etc.)
Date/time fields
Organization information
Other dynamic content
4. Include any standard attachments (for email templates)
5. Click Save to store your template
Managing Existing Templates
The Templates dashboard displays all templates you can access:
Search bar - Find specific templates by name or content
Template list - Shows all available templates with key information:
Template name
Visibility status
Action buttons
3. Action options for each template:
View/Edit - Modify template content and settings
Duplicate - Create a copy of the template
Delete - Remove the template from the system
Using Templates in Messages
Templates can be applied when creating various message types:
In New Messages
Start creating a new message
When you reach the composition step, look for the "Template" button
Select your desired template from the list
The template content will be loaded into the editor
Customize the content as needed for this specific message
Complete the normal message creation process
