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How Do I Create a Message Template? (Desktop)

Save a reusable message template to send faster

Creating message templates can speed up how quickly you send messages. Follow these steps to create one.

How Do I Create a Message Template?

  1. In the menu on the left side of your Dashboard, click Templates.
  2. Click + Template, found next to the search bar.
  3. Type a title for your template in the Name Template field.
  4. Type your message content in the Message field.
  5. Click Save in the bottom right to save your template.
  6. A confirmation pop-up appears: "Created! Your new template has been saved." Click Close to exit.

While creating your template, use the tag guide on the right side of the screen to insert dynamic information (like a contact's name) into your message. Click the overlapping-squares icon next to a tag to copy it automatically, then paste it directly into your message.