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Home > User Documentation > Notifications > Notification Template Groups > Assign a Notification Template Group at the Master Plan Level

Assign a Notification Template Group at the Master Plan Level

Overview

You can assign a Notification Template Group when creating or editing a master plan. The Template Group associated with the master plan applies to the account when the account purchases the master plan.

Note: Notification Template Groups assigned at the plan level can only be removed at the plan level.

Assigning a Notification Template Group at the Master Plan Level

Getting Here: Click Products > Quick Plans

  1. Upon navigating to the Quick Plans screen, the Quick Plan Creation Wizard displays allowing you to create a plan.

  1. Complete the fields as necessary to create a plan.

Note: Refer to the article Create a Quick Plan for information on completing these fields.

  1. Assign a template group to the master plan by selecting the desired group from the Notification Template Group dropdown.

Alternatively, you can also assign a Notification Template Group from the Plans screen. To do this:

  1. Navigate to Products > Plans.
  2. A list of existing plans display on the screen.
  3. Selecting an existing plan loads the Plan Details in a new screen.

  1. Click the Billing & Invoicing tab.
  2. Assign a template group to the master plan by selecting the desired template group from the Notification Template Group dropdown.

  1. Click Save when finished.
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Last modified
15:23, 31 Jan 2017

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