Outreach templates

Templates let your team reuse message text when preparing storm follow-up.

Template values

You can use these values to personalize a message:

• {{customer.name}} — the customer's name
• {{customer.address}} — the customer's primary address
• {{storm.severity}} — hail size or wind speed
• {{storm.date}} — the event date
• {{project.system_size}} — system size when the customer has a SunrAI project

Create a template

1. 1

   Open Storm templates

   Go to Storm → Templates.

2. 2

   Start a template

   Select + New Template, choose email or SMS, and give the template a name.

3. 3

   Write and preview the message

   Add your message text and any template values. Review the preview for a storm-queue customer.

4. 4

   Save

   Save the template. It will be available in the compose flow.

Keep messages clear and specific. Review the finished message before contacting a customer.