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Text Message Templates
Overview
Templates allow teams to have and use a set of pre-created messages that can be easily inserted when composing a text message. Templates not only help save time but help maintain consistency of messages across your team.
Creating a Template
On the left side navigation, click on Templates.
1. Name your template: The name is how your template will appear for you and your users to see.
2. Code: This code is not required if you are not using the API. This is an API Code and is only needed if you are utilizing our API to send messages. If using the API, this code will help you pull in the correct template into a text message.
3. Message: Create your message! You can insert merge fields and emoji's to help personalize and customize your message or use the AI generated reply to help craft a message for you.
4. Template Type:
- Mine: Mine are personal templates. Only the user who creates it can use and/or view the template.
- Team: Team templates are shared across all users in a team and can be used by any user. Only Admins can create team templates.
Viewing and Editing Templates
Any user can view the current list of available templates, create a template and edit/delete templates by navigating to " Templates".
A list of templates will be shown along with their API code (if applicable,) Created By, Created On, Updated date, Last Used date, and Type. You can sort the list of templated by any of the column titles.
To edit, archive, or delete a template, click the menu option (3 vertical dots)>Edit or Delete.
Note: Only Admins have the ability to create, edit, or delete team templates.
Using a Template
Once a template has been created and enabled, any user in a team can use a template when composing a text message.
When composing a text message, instead of manually typing a message, users will be able to select a template that has been created by clicking the "Template" button. Templates can be used when composing a new text message or when replying within a conversation in the Messages area.
When you click "Templates" you are given the options of "Mine", "Team" and "All" to filter which templates to choose from. Use the search bar to narrow down the list of templates available.
Note: If the Template option is not available, that means there are no templates created and enabled for your team.
More information on using templates can be found in these resources: