How do I create, send, edit, or delete a message template?

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.

   

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.

   

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.

How do I send a template?

Sending messages using templates can save you time. Follow these steps to send one.

1. In the left menu, click Messages.

2. Click the blue new message button to the right of Search conversations to start a new message.

   
   
   

3. Select the type of message you want to send: Individual or Group message.

   

4. In the New message panel, find the contact(s). Type their name or phone number in the search field, or scroll the Contacts list. 

   
   
   

5. Click the contact to open the conversation.

   

6. Click the blue + icon next to the message field to open the options menu. 

   

7. Select Templates from the available options.

   

8. Select the template you'd like to use and click Add. The selected template will appear in the message field, where you can review or edit it before sending.
   
   

9. Click the paper airplane icon to send the message.