RevEngage - Recalls Template - Edit

The following instructions are to edit a Recalls template.

Instructions

The system provides the ability to edit the Recalls template as well as the message within the contact method.

Recalls Template

1. Access RevEngage > Settings > Templates > Recalls.
2. Select the Recalls template that is indicated with a gear icon.
3. Update the appropriate fields.
4. Click 'SAVE CHANGES.'

Contact Method Message

1. 1. Access RevEngage > Settings > Templates > Recalls.
   2. Select the contact method (e.g., Text, Email) that is listed below the Recalls template. Note: If the line item of the contact method displays a disabled icon, update the Recalls template with the instructions noted above.
   3. Input the changes into the text box(es).
   4. Click 'SAVE CHANGES.'