What is a message?
A message is a re-usable letter, email, or notification template. You write the wording once; the platform fills in the names and dates when it sends.
You probably want a message for things like:
- Application approved — sent when a workflow approves a leave request.
- Welcome email — sent when a new staff account is created.
- Monthly report — generated and emailed on the 1st of each month.
Categories
Each message has a category — it's just a label, but it helps you keep things organised:
| Category | Used for |
|---|---|
| Notification | In-app pop-ups, emails about activity |
| Letter | Official PDF letters with a header / footer |
| Receipt | Payment / submission confirmations |
| Memo | Internal staff memos |
| Certificate | Course completion, attendance |
| Task | An assignment to a user (creates an inbox item) |
Pick the closest match. Categories don't change what the message does — only how it's grouped in lists.
Anatomy
A message has four key parts:
- Subject (or letter title) — a one-line summary.
- Body — the message itself, with placeholders for runtime data.
- Variables — the bits that get filled in.
- Settings — who it goes to, attachments, format.
You write the body once. Variables make every send different.
Where to next
- Write your first message — step-by-step.
- Variables — what they are and how to use them.
- Common mistakes.