How to Fidu | How to create a message template

Kimberly Bennett

a year ago

Fidu demonstrates the use of message templates for improved client communication. Templates can be created in the productize library and used repeatedly, ensuring consistent communication within workflows and across the team. Customization options include bold text, line breaks, and external links. Client account data can be inserted into templates using the "insert data" feature. Templates can include greetings and closings and can be edited as needed. Saved templates can be accessed in the messages section of the platform, saving time and ensuring consistent communication with clients. Clients receive email notifications and can view and respond to messages in their inbox.