Getting Started with Templates
To create or edit your store’s Email and Text Templates:
Click your initials in the top-right corner of DriveCentric.
Select Store Settings from the dropdown menu.
In the left-hand menu, click Templates.
If you don’t see Store Settings, you may not have the required permissions. Check with your manager or admin.
Adding a New Template
You can create a new template two ways:
Click Add New in the top-right corner of the Templates section
OR
Open the folder where you want the template to live, then click Add New in that folder
You’ll be prompted to complete a few fields:
Folder: Choose the folder where this template will be stored
Template Name: Internal name your team will see when selecting the template
Subject: What the customer sees as the email subject line
Message: Write the body of the message here
💡 Using HTML?
Click the Source icon in the editor to open a modal. Paste in your HTML code, then click Save.
Once saved, the template is ready for your team to use directly from the Customer Card.
Using Email Templates
Click the Email tab on the Customer Card
Either:
Select a template folder and template from the dropdown
Or click the folder icon at the bottom of the message box
Inside the folder modal:
Click a template to preview it
Click Add to insert it into your message
Click the star icon next to a template to mark it as a favorite
Favorited templates appear in the Favorites folder, which will load by default
Using Text Templates
Click the Text tab on the Customer Card
Click the folder icon at the bottom right
From here, follow the same steps as email:
Select a folder and template
Preview and add the template
Star templates to add them to your Favorites for quicker access
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Need Assistance?
For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!