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How do I create a message template?

Save a reusable message to send faster

Templates let you quickly send a preset message to a contact. You can add dynamic fields, such as a contact's first name, so each message is personalized automatically.

How Do I Create a Message Template?

  1. In the left menu, click Messages, then

  2. Click Templates.

  3. Click Add A Template.

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  4. In the Create Template pop-up, type a name for your template in Template Name.

  5. Type your message in Template Content.

  6. To personalize your message, click a dynamic field button, such as + First Name. A code, such as ${contact.firstname}, is added to your message.

  7. Click Create Template.

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When you send a template, each dynamic field is replaced with the contact's details.

Which Dynamic Fields Can I Use?

You can add these dynamic fields to a template: Full Name, First Name, Last Name, Phone, Address, City, State, and ZIP Code.

How Do I Edit or Delete a Template?

On the Templates page, click Edit or Delete next to the template.

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