Template Managament 

Only Program Admins have the ability to create templates in Modern Campus Message. If you are a standard user and would like to request a new template, contact your supervisor or Program Admin. If you would like to request elevated permissions, contact crmhelp@iu.edu. 

Create a new template 

1. In the Enterprise CRM, open Modern Campus Message 
2. Select the ‘Programs’ tab 
3. Select the Program you want to create a template for. The template will only be available for use within this program. 
4. Select the Templates tab. 
5. Click the New button 
6. In the ‘Template Name’ field, enter a descriptive name for the template 
7. In the text box below, enter the text you want to send. 
8. Optionally, click the braces { } icon to insert personalization fields. 
9. Optionally, click the smiley face at the bottom right to insert emojis in your template.  
10. Uncheck the ‘Enabled’ checkbox if you do not want your template to be available for use yet. Only Enabled templates will appear when creating a new text message. 
11. Click the Save button. 

Edit an existing template 

1. In the Enterprise CRM, open Modern Campus Message 
2. Select the ‘Programs’ tab 
3. Select the Program you want to edit a template for. 
4. Select the Templates tab. 
5. Under Message Templates, click on the Template Name of the template you want to edit. 
6. Edit the template as needed. 
7. Check or uncheck the ‘Enabled’ checkbox to set whether the template is available for use. Only Enabled templates will appear when creating a new text message. 
8. Click the Save button. 

Enable or disable a template 

Only Enabled templates are available for use in new messages. To keep a template for reference but prevent it from being used in text messages, disable it. 

1. In the Enterprise CRM, open Modern Campus Message 
2. Select the ‘Programs’ tab 
3. Select the Program you want to enable/disable a template for. 
4. Select the Templates tab. 
5. Find the template you want to enable/disable. 
6. Check the "Enabled" checkbox to Enable or Disable a template. 
7. Click Save. 

Delete a template 

1. In the Enterprise CRM, open Modern Campus Message 
2. Select the ‘Programs’ tab 
3. Select the Program you want to delete a template for. 
4. Select the Templates tab. 
5. Under Message Templates, find the template you want to delete. 
6. Click the red ‘delete’ link on the right-hand side.