How To Create and Use SMS And Email Templates
Modified on: Sun, 19 Sep, 2021 at 9:10 PM
SMS and Email Templates are saved draft template communications that you can directly add into your campaign events or one-time communications. This is useful if you often find yourself sending same or similar messages (and you don't want to utilize the Email Builder), as using the templates can save you time.
Step 1: How to Create an SMS or Email Template
Navigate to Settings > Templates.
Add a Template
Choose SMS or Email Template.
Customize the template as you wish, and you'll see the preview on the righthand side of the screen.
Press "Save" to confirm your changes.
Step 2: Using Your New Template
To use your template in a campaign:
Navigate to Campaigns.
Open the Campaign in which you want to use the template.
Create (or edit) the event that you wish to use the template in.
Select Your Template.
To use your template in a conversation:
Navigate to Conversations.
Select the contact you wish to communicate with.
Select SMS or Email at the bottom of the middle pane.
Select your template and edit as necessary.
To use your template in a bulk action:
Navigate to Contacts.
Select the contact records the SMS or Email bulk action will apply for.