Modifying Templates for Multiple Companies within one Account

To modify email and text templates for companies with multiple locations or businesses under one central place, follow these steps to ensure consistency and neutrality across all templates.

Modifying Email and Text Templates

1. Access Templates:
   • Log in to your account and navigate to the Templates section.
   • Select the email or text template you need to modify (e.g., confirmation emails).
2. Replace Merge Tags:
   • Open the template and locate the merge field or merge tag for the location name (e.g., {{location.name}}).
   • Replace the merge tag with a more neutral term like “Maid Brigade.”
3. Update Location Names:
   • For templates that mention specific locations (e.g., “Maid Brigade of Charlotte” or “Maid Brigade of the Triad”), replace these with “Maid Brigade” to keep it neutral.
   • This avoids the need to create separate workflows for each location, which could incur additional service charges.
4. Example Template Modification:
   • Original: “Thank you for scheduling with {{location.name}}.”
   • Modified: “Thank you for scheduling with Maid Brigade.”

Consistency Across All Templates

1. Identify All Templates to Update:
   • Search for any instance of the location name in your templates.
   • Use the search function to find {{location.name}} or any location-specific text.
2. Update Core Notifications:
   • Focus on the core notifications first (e.g., confirmation emails, reminders).
   • Ensure that any template used frequently or critical to operations is updated.
3. Example of Updating a Template:
   • Navigate to the confirmation email template in English.
   • Replace all instances of the location-specific name with “Maid Brigade.”
   • Save the changes.
4. Check Other Languages:
   • If the company uses other languages, repeat the process for templates in those languages (e.g., Spanish, French).
   • Ensure consistency across all languages used by the company.

Updating Template Settings

1. Check From Name:
   • Go to the settings section of each template.
   • Ensure the “From Name” is set to “Maid Brigade” instead of a specific location name.
2. Save and Verify:
   • Save each modified template.
   • Verify that the changes are correctly reflected and that the templates are consistent across all instances.

Modifying Template Snippets

1. Access Template Snippets:
   • Navigate to the Template Snippets section.
   • Select the relevant snippet (e.g., scheduled confirmations).
2. Update Snippets:
   • Search for the location-specific names within the snippet.
   • Replace them with “Maid Brigade.”
3. Save Changes:
   • Save the updated snippet.
   • Repeat the process for all snippets that may contain location-specific names.

Final Steps

1. Review All Modifications:
   • Double-check all changes to ensure no instances of location-specific names are left.
   • Ensure that all email and text templates reflect the neutral “Maid Brigade” name.
2. Test the Templates:
   • Send test emails or texts to verify that the changes are correctly implemented.
   • Ensure the templates are correctly reflecting the neutral naming convention.

By following these steps, you can ensure that email and text templates are consistent and neutral across multiple locations or businesses, providing a unified experience for all communications. This approach helps avoid confusion and maintains a professional and cohesive brand image.