Broadcast templates are messaging templates with pre-set text to make sending common messages quickly within Updox.
Step 1:
From within Updox, click Menu - Admin - Broadcast Configuration. You must be an Updox Admin to access this option. Click on Templates, then ‘New’.
Step 2:
Choose which message delivery that you’d like to create a messaging template. For this example, we will choose ‘Email’.
![](http://dyzz9obi78pm5.cloudfront.net/app/image/id/628d237e3c0b9e1f306fcf13/n/1653416830849.png)
Step 3:
Name the message template, provide a Subject, and type the message body in the Message field. Ensure ‘Active’ is checked when you are ready for it to be used, and click ‘Save’.
![](http://dyzz9obi78pm5.cloudfront.net/app/image/id/628d237e0eaf89136716254d/n/1653416830913.png)
Step 4:
Using variables will pre-populate your text with the information that is in Updox. For example, if your practice name is ‘Updox Family Practice’, the above example would end with:
Best,
Updox Family Practice
Variables are a great way to personalize the message for your patients and your practice.
![](http://dyzz9obi78pm5.cloudfront.net/app/image/id/628d237e7ae5627ec26eed12/n/1653416830956.png)
Tip #1: Templates that are ‘Active’ will be available under ‘Message Template’ when sending a Broadcast.
![](http://dyzz9obi78pm5.cloudfront.net/app/image/id/628d237e0c41d639c82eedfc/n/1653416830657.png)
Tip #2: Text Broadcast templates must be under 140 carriers to comply with carrier rules. Preview is available on both text and phone templates.
![](http://dyzz9obi78pm5.cloudfront.net/app/image/id/628d237ec2ca8e5df4225c8f/n/1653416830758.png)