How to create, edit, and use SMS Text Message and Email Templates
1. Creating an SMS Template
2. Creating an Email Template
3. Editing Templates
1. Creating an SMS Template
To create your templates, navigate to the side menu, hover over Configuration, and click SMS, then Templates.
You will be shown a browser window showing all of your company's templates, which will be blank if nobody at your company has created any yet.
To add a new SMS Template, select Add New.
You can personalize your templates by inserting Variable Fields such as the recipient's first name, last name, address, and many more. You have a blank slate in which to create your masterpiece.
Once you have completed your message, click Save SMS Template. Your new template will be saved, and it will now appear in the SMS Templates list as well as the Template drop-down menu in the Mass Text Messages action, and in the individual user messaging interface.
2. Creating an Email Template
You will be shown a browser window showing all of your company's templates, which will be blank if nobody at your company has created any yet.
To add a new Email Template, select Add New.
You can personalize your templates by inserting Variable Fields such as the recipient's first name, last name, address, and many more. You have a blank slate in which to create your masterpiece.
Once you have completed your message, click Save Email Template. Your new template will be saved, and it will now appear in the Email Templates list as well as the Template drop-down menu in the Mass Actions for email, and in the individual user email interface.
3. Editing A Template
To edit an existing SMS or Email Template, simply click on your selected template within the template list. Make the desired changes, and then click Save.