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Text Messaging Templates

Team Salesmate
  • Updated
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Use of Templates while text messaging makes your work easier to send repeated texts in the same format OR while sending a bulk message.

Create Text Templates:

  • Go to Texts tab

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  •  Click on Templates 

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  • Click on + New Template button to create a new text template

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Note: You can create folders and store these templates in them to keep them organized.

Using Attributes:

  • Click on + New Template

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  • Click on Insert Attributes
  • Select Merge Fields of your choice

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Create Text Template Folder:

  • Click on + button besides FOLDERS to create the Text Template Folder

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Note :

  • You can select template at the time of sending a single text message or bulk one.
  • If a single text message is being sent, and as soon as you choose the template, it will replace all variables with the related module and replace text message body with a written one. Even users can type a variable after selecting a template inside the message and that should be parsed before sending the message.
  • If you are sending the bulk message, then variables will not be replaced while selecting a template, and they will be replaced at the time of sending the message
  • The template count will be increased with each send.

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