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karlchillmaid
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Chris Hill-Scott
Chris Hill-Scott
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<li>add <a href="#branding">branding and customisation</a></li>
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</ul>
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<h2 class="heading-medium" id="create-and-send-messages">Create and send messages</h2>
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<p><a href="{{ url_for('main.register') }}">Create an account</a> to see a short tutorial explaining how to create and send messages.</p>
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<h3 class="heading-small" id="bulk-sending">Bulk sending</h3>
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<p>To send a batch of messages at once:</p>
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<ol class="list list-number">
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<li><a href="{{ url_for('.register') }}">Sign in to Notify</a>.</li>
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<li>Go to the Templates page and choose an existing template.</li>
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<li>Select Send.</li>
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<li>If you’re sending emails, select Upload a list of email addresses. If you’re sending text messages, select Upload a list of phone numbers. If you’re sending letters, select Upload a list of addresses.</li>
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<h2 class="heading-medium id="edit-and-format-messages"">Edit and format messages</h2>
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<p>This section explains how to add:</p>
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<ul class="list list-bullet">
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<li><a href="#formatting">formatting</a></li>
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<li><a href="#links">links</a></li>
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<li><a href="#personalised-content">personalised content</a></li>
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<li><a href="#optional-content">optional content</a></li>
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<h3 class="heading-small" id="formatting">Formatting</h3>
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<p>You can see a list of formatting instructions on the edit template page:</p>
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<ol class="list list-number">
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<li><a href="{{ url_for('.register') }}">Sign in to Notify</a>.</li>
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<li>Go to the Templates page.</li>
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<li>Add a new template or choose an existing template and select Edit.</li>
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</ol>
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<p>Email templates can include:</p>
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<ul class="list list-bullet">
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<li>headings</li>
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<li>bullets</li>
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<li>call-outs</li>
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<li>horizontal rules</li>
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</ul>
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<p>Letter templates can include headings and bullets.</p>
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<p>Notify does not allow bold, italics, subheadings, underlined text, HTML formatting or different fonts. This is because they can make it harder for users to read what you've written.</p>
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<h3 class="heading-small" id="links">Links</h3>
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<p>When composing an email or text message, write URLs in full and Notify will convert them into links for you.</p>
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<p>You cannot convert text into a link. Research shows that recipients like to read the URL to check a link looks genuine before they click it. This is hard to do if the URL is hidden behind clickable link text.</p>
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<p>If your links are very long, we do not recommend using a third-party link shortening service because:</p>
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<ul class="list list-bullet">
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<li>your users cannot see where the link will take them</li>
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<li>your link might stop working if there's a service outage</li>
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<li>you can no longer control where the redirect goes</li>
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</ul>
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<h3 class="heading-small" id="personalised-content">Personalised content</h3>
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<p>To personalise the content of your messages, add a placeholder to the template.</p>
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<p>Placeholders are filled in with details, like a name or reference number, each time you send a message.</p>
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<p>To add a placeholder to the template:</p>
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<ol class="list list-number">
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<li><a href="{{ url_for('.register') }}">Sign in to Notify</a>.</li>
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<li>Go to the Templates page.</li>
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<li>Add a new template or choose an existing template and select Edit.</li>
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<li>Add a placeholder using double brackets. For example: Hello ((first name)), your reference is ((ref number)).</li>
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<li>Select Save.</li>
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</ol>
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<p>When you send a message you can either:</p>
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<ul class="list list-bullet">
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<li>manually fill in the placeholders yourself</li>
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<li>upload a list of personal details and let Notify do it for you</li>
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</ul>
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<p>If you upload a list, the column names need to match the placeholders in your template.</p>
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<h3 class="heading-small" id="optional-content">Optional content</h3>
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<p>To add optional content to your emails and text messages:</p>
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<ol class="list list-number">
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<li><a href="{{ url_for('.register') }}">Sign in to Notify</a>.</li>
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<li>Go to the Templates page.</li>
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<li>Add a new template or choose an existing template and select Edit.</li>
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<li>Use double brackets and ?? to define optional content. For example, if you only want to show something to people who are under 18: ((under18??Please get your application signed by a parent or guardian.))</li>
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<li>Select Save.</li>
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</ol>
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<p>For each person you send this message to, specify ‘yes’ or ‘no’ to show or hide this content. You can either:</p>
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<ul class="list list-bullet">
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<li>do this yourself</li>
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<li>upload a list of personal details and let Notify do it for you</li>
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</ul>
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<p>If you upload a list, the column names need to match the optional content in your template.</p>
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<p>You cannot add optional content to a letter.</p>
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<h2 class="heading-medium" id="send-files-by-email">Send files by email</h2>
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<p><a href="{{ url_for('.support') }}">Contact us</a> if you want to send files by email.</p>
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<p>Follow the instructions to send a file by email in our <a href="{{ url_for('.documentation') }}">API documentation</a>.</p>
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<h2 class="heading-medium" id="upload-letters">Upload your own letters</h2>
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<p>You can upload and send your own letters instead of creating a reusable letter template.</p>
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<p>To upload and send your own letter from a PDF file:</p>
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<ol class="list list-number">
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<li><a href="{{ url_for('.register') }}">Sign in to Notify</a>.</li>
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<li>Go to the Uploads page.</li>
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<li>Select Upload a letter.</li>
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<li>Select Choose file.</li>
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</ol>
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<p>Your file must meet our letter specification.</p>
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<h2 class="heading-medium" id="branding">Branding and customisation</h2>
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<h3 class="heading-small" id="email-branding">Change email branding</h3>
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<p>To change your email branding:</p>
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<ol class="list list-number">
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<li><a href="{{ url_for('.register') }}">Sign in to Notify</a>.</li>
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<li>Go to the Settings page.</li>
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<li>In the Email settings section, select Change on the Email branding row.</li>
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</ol>
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<h3 class="heading-small" id="reply-to-address">Add a reply-to email address</h3>
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<p>Notify lets you choose the email address that users reply to. You must add at least one reply-to address before your service can go live.</p>
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<p>To add a reply-to email address:</p>
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<ol class="list list-number">
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<li><a href="{{ url_for('.register') }}">Sign in to Notify</a>.</li>
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<li>Go to the Settings page.</li>
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<li>In the Email settings section, select Manage on the Reply-to email addresses row.</li>
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<li>Select Add reply-to address.</li>
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<!--<li>Enter the email address you want to use, and select Add.</li>-->
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</ol>
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<h3 class="heading-small" id="text-message-sender">Change the text message sender</h3>
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<p>The text message sender name tells your users who the message is from.</p>
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<p>To change the text message sender from the default of ‘GOVUK’:</p>
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<ol class="list list-number">
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<li><a href="{{ url_for('.register') }}">Sign in to Notify</a>.</li>
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<li>Go to the Settings page.</li>
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<li>In the Text message settings section, select Manage on the Text message senders row.</li>
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<h3 class="heading-small" id="letter-branding">Change letter branding</h3>
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<p>To change your letter branding:</p>
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<ol class="list list-number">
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<li><a href="{{ url_for('.register') }}">Sign in to Notify</a>.</li>
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<li>Go to the Settings page.</li>
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<li>In the Letter settings section, select Change on the Letter branding row.</li>
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</ol>
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{% endblock %}
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