How To Create and Use SMS and Email Templates

How To Create and Use SMS and Email Templates

SMS and Email Templates are pre-drafted communications that you can use in workflows, one-time communications, or bulk actions. If you frequently send similar messages, templates can save time and ensure consistency in your messaging.

Step 1: How to Create an SMS or Email Template

1. Navigate to Marketing > Templates:

   • Go to the Marketing section and select Templates.

2. Create a New Template:

   • Click Add a Template.

   • Choose whether you want to create an SMS or Email template.

3. Customize Your Template:

   • Add your content and adjust the design as needed. A preview will be visible on the right-hand side of the screen.

   • You can add personalization using merge fields, links, and attachments.

4. Save Your Template:

   • Once you’re satisfied with your template, press Save to confirm.

Step 2: Using Your Template in Different Contexts

1. Using Your Template in a Workflow:

   • Navigate to Automation > Workflows.

   • Open the workflow where you want to use the template.

   • Create or edit the action where the template will be used (e.g., sending an SMS or email).

   • Select your saved template from the dropdown menu.

   • Save the action.

2. Using Your Template in a Conversation:

   • Go to Conversations.

   • Select the contact you want to communicate with.

   • At the bottom of the middle pane, choose either SMS or Email.

   • Select your template and make any final edits.

   • Click Send.

3. Using Your Template in a Bulk Action:

   • Navigate to Contacts.

   • Select the contact records that the bulk SMS or email action will apply to.

   • Choose the bulk action icon for either SMS or Email.

   • Select your template, make any necessary edits, and send.

These templates streamline your communication processes, allowing you to consistently deliver clear and professional messages across various platforms.