Overview of Templates

In this video lesson, you’ll learn how templates work in TEAMS before setting them up in Marketing, Finance, Academic, or Agent areas.

You’ll be guided through:

• Types of templates: Report, Email, SMS

• Objects and merge fields

• Master vs Custom templates

• Rules for curly braces, bookmarks, and table headings

• Naming and campus linking best practice

• SMS template guidelines

IMPORTANT: At the end of this lesson, you will then need to complete the quiz for it before moving on to the next lesson.