Creating Custom Templates
Modified on: Mon, 8 Aug, 2022 at 11:37 AM
In this section, you can create text message and email templates, so your team can quickly respond to
common questions about your products or services.
***NOTE: Depending on your user permissions, you may not have access all of the components***
If you want to create a new template, click here to choose between an SMS template or an Email template.
Create Text Template
Your template will need a name. Remember, naming conventions are very important
when you or someone from your team is trying to find a specific template to send
to a lead or customer.
Create SMS Template
In this body section, you can create your SMS template!
Attach Files to SMS
You can attach files from your computer to your SMS templates by clicking here
Preview SMS Template
As you create your SMS template, you can preview what it will look like to your leads or
customers by clicking the preview window here!
Send Test via SMS
If you want to test out your new SMS templates, you can do so by entering a phone number
here and pressing "Send Test"
Created Templates List
You can view your templates by name here
Here you can see what your template body consists of without having to click in and edit the
Here you can see what attachments are included in your templates
Here you can view all your template types, i.e whether SMS or Email
You can search and view all your templates by template name here. Clicking this button will open up the template editor.
Clicking this button will delete your template. Be careful, once deleted it is gone
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