The easiest place to start is customizing our existing default templates.  For this example, we will be creating a new default Store Business Card Default template that is based upon the built-in template we provide.  

To do so:

1. Click Administrative > Notifications > Manage Notification Templates, then click the Add New SMS button at the bottom.
2. Enter Store Business Card Default as the Name and select Business Card from the Type drop-down.
3. Next, click the Load Default Values button at the bottom.  This will fill in the Body with the software’s default values.
   
    
4. To see how your business card will look rendered, click the Preview button at the bottom.  
   
    
5. Now, let’s customize this by adding a greeting and removing the associate merge fields. Close the Preview that you opened in the last step and click inside the HTML code in the body.
6. Notice the text now showing in purple; purple text indicates this is a data merge field that is a placeholder for data that will come from saved in associate records or your license.  Available fields appear on the right.
   
    
7. Click inside the HTML and erase the whole line for {{Associate.FirstName}} {{Associate.LastName}}, and then at the bottom erase both lines for {{Associate.Phone}} and {{Associate.Email}}.
   
    
8. Position the cursor before {{Store.Name}} and hit Enter to drop to the next line. Type your greeting into that open line you just created, as seen below:
   
    
9. Click Preview again to see your changes. 
   
    
10. Click Save & Close to save your template.

Now that you have created the template, you must instruct the software to use it.  See the Template Administration section for more information.