Create Templates

In order for you and other users to be able to use templates for sending text messages, templates will need to be created. On the Template page of the Tools tab, you can create selectable templates.

To do this…

1. Navigate to the Tools tab.
   
2. Select Templates.
   
3. Click the CREATE TEMPLATE button.
4. In the Create Template form, input the following:
   
   • Title - Type an identifiable name that users can view while selecting a template to use.
   • Text - Type the message that will be inserted into the text input box when the template is selected.
     

     Quick Tip: You can use the token buttons to add one of the following tokens:
         •  [first name] - Automatically insert the name of the contact created for the phone number you are sending the message to.
     
         •  [company name] - Automatically input the contact's Company Name that is saved in the contact for this phone number being texted.
     

      
5. If needed, add attachments, such as a media file, emojis, or gifs, to the template.
   
6. Select whether this template will be saved as a Personal or Shared template.
   
   

   Quick Tip: If you are saving this template as a Shared Template, you can select whether this template is selectable for all or specific SMS phone numbers. 

   

    
7. When you are ready to save, do one of the following:
   • Create template - To save these changes and make this template ready for use, click the CREATE TEMPLATE button. If needed, this template can be edited, deleted, and saved as a draft later.
     
   • Save as a draft - To save these changes but not allow this template to be selected yet, click the SAVE DRAFT button. This draft can be edited and created as a template as needed.
     
8. Repeat steps 3-7 for each additional template.
   

   ✔ Now you should have a list of templates that can be selected while sending texts to customers.
   

   If you created a Shared template, you can view the template and the users that can select it:
   

    

Use a Template to Send a Text

Now that you have created templates, those templates can be selected while sending SMS messages.

To use a template to help with preparing a text message…

1. Click the Templates icon.
   
2. Use the filter to view your Personal templates or your company's Shared templates.
   
   

   Note: If needed, you can click the Create template button to add another template. 

   

    
3. Next to the template you want to use, click the USE button.
   
4. You should see the template inserted in the text input box. When you are ready, click the SEND button to send this message.
   

Manage Templates

At some point, it may be necessary to edit a template or delete an obsolete template. Templates can be viewed and edited on the Templates page of the Tools tab.

To view your templates and any drafted templates…

1. Navigate to the Tools tab.
   
2. Select Templates.
   
3. Use the filters to view Personal, Shared, or Draft templates.
   
   

   ✔ From here you can create more templates and manage your existing templates.

   

    
4. To edit or delete an existing template, click the Manage button next to the template you need to adjust.
   
5. In the Manage Template form, you can adjust the Title, make changes to the Text, add/remove attachments, and recategorize the template as Personal/Shared.
   
6. Once you are done making changes, you can do one of the following:
   • Update Template - Save the changes made to the template and make this template selectable for texts.
     
   • Save as a Draft - Save these changes but do not allow this template to be selected.
     
   • Delete Template - Remove this template so that it can no longer be used.