How To Create Text Templates

Creating a Text Template

• Start by selecting the global navigation button.
• Search for "template" and click on it to access the list view.
• Click "create" and name your template, for example, "sale alert".
• Choose a template type, which should be "SMS" for this process.
• Skip the subject field and proceed directly to the body to draft your message.
• Click "save" to finalize and create your text template.

Editing an Existing Template

• If you ever need to change a template, you can return to it to edit and update the body text.

Using Your Template in a Conversation

• To use the template, head over to "texts" and open a conversation.
• Choose the "templates" option and search for the specific template you created.
• Select the template to insert it into the chat.
• You will have the chance to edit the message before you send or schedule it.

Using Templates for Bulk Campaigns

• You can also utilize these templates within the bulk campaign sending feature.
• When using bulk features, you will need to set up dynamic data to personalize the information sent to each individual.
• Without dynamic data, you can stick to sending a general message, such as, "hey we're having a sale going on what are the details".
• There is a separate video available that discusses bulk features in more detail.