Save Time and Maintain Consistency in Your Communications
When managing communications with your customers, having well-configured templates allows you to save time, ensure consistency, and convey professionalism. Whether you want to start from scratch, duplicate an existing one, or enhance it with custom fields, the system offers several easy options to achieve this.
Key Definitions
Dynamic Field: data that is automatically inserted into the template from a database (for example, the customer's name or the reservation date).
Template: a model that combines predefined text with elements that can be modified and filled in.
Options for Working with Templates
Create a New Template
If you need a fully customized template, you can create it from scratch:
Go to
VRMS → Configuration → Templates.Click on "New Template."
Fill in the basic fields:
Name: clear and easy to identify.
Subject: required for sending.
Language: defines in which language it will be available.
Category: select the category with the necessary fields (cannot be changed later).
Copy content in other languages: option to replicate content between languages within the same template.
If changes are only applied in one language, the other versions will retain the default configuration.
Design the body with the text editor: you can insert tables, images, and apply formatting freely.
Duplicate an Existing Template
The quickest way to create a new version is to duplicate an existing template:
Go to the "Templates" module.
Click on "Duplicate Template" (next to "Create Template").
Select the source template and specify the name of the copy.
Confirm and edit the new version as needed.
Helpful Tip
Before starting from scratch, check if there is already a similar template you can duplicate and adapt.
Insert New Fields in a Template
To further personalize communications, add dynamic fields:
Place the cursor where you want to insert the field.
Click the “Field” button located in the right-hand options pane of the template.
First choose the group or type of data, then the specific field.
Repeat as many times as needed.
Best Practices
Use this option whenever you want to maintain the proven structure of a template and only change elements like logo, language, or tone of communication.
Creating and using message templates helps you communicate more quickly, consistently, and professionally. Whether starting from scratch, duplicating, or customizing with dynamic fields, this tool ensures that every message reaches your customers with the quality and consistency they expect.
Now that you master the main options, we recommend:
Reviewing your current templates and identifying which ones you could simplify by duplicating.
Creating a base template in each language you use, so you save time on future adaptations.
Frequently Asked Questions
Can I change the category of a template after creating it in Harmony?
Can I change the category of a template after creating it in Harmony?
No. The category is defined at the start and cannot be changed later.
What happens if I don't add a subject when creating a message template?
What happens if I don't add a subject when creating a message template?
You won't be able to save it, as the subject is mandatory and used in email sending.
Can I use different logos in different message templates?
Can I use different logos in different message templates?
Yes. Each template allows you to insert the company's standard logo or customized images.
Do changes made to a dynamic field apply to all versions in different languages?
Do changes made to a dynamic field apply to all versions in different languages?
No. If you work with multiple languages, you will need to manually replicate the changes in each version.
Is it better to create a template from scratch or duplicate an existing one?
Is it better to create a template from scratch or duplicate an existing one?
It depends on the need: create from scratch if you want a new structure, but if you only need minor adjustments, duplicating is faster and safer.