Templates
Here you can see both Email and SMS templates listed out. You can also create new Email or SMS templates in this area as well by clicking Add Template in the upper right corner of the screen and choosing between email and SMS. Then create the template as you like.
How To Build SMS & Email Templates
Using SMS & Email templates is another great way to save time & communicate efficiently. You may get the same question over & over again like "What are your working hours?" or "How much do you charge for..." Creating templated responses for these commonly asked questions is a great way to speed up communication.
To begin creating an SMS or Emai Template first navigate to the templates area. This can be found under the Conversations or Marketing tab.
Create an SMS or Email Template
From the upper right corner of the page, click the "Add Template" button and then choose either "Add Email Template" or "Add Text Template".
The process of creating an SMS & email template is similar.
Create your Email Template
When you create an email template, you will see this page. Follow these steps to customize your email.
1) Give it a name in the "Name" bar. This name is internal so name it something that will make it easy for you to find.
2) Write your subject line
3) Write the body of your email. Here you can customize the text formatting & add in custom values or trigger links.
4) Attach any files you may wish to.
5) Click Save to save it.
Create A Text Template
Write Your SMS Template
Once you open up the template builder you can write your templated message. On the right-hand side, you can see a preview of the message.
Be sure to click save once you are done.
Click on the template icon
Next time someone asks you a common question you can quickly answer them with your ready-to-go template.
Click on the template icon
Click on the down carrot to search for the name of your template. Once you've found it click "Use Template"
Now your template is loaded in, simply click send. Templates are an easy way to save tons of time!
As you communicate with clients you'll come up with tons of ideas for new templates.
