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***


Adding New Templates

If you want to create a new template, click here to choose between an SMS template or an Email template.




Add Text Template




  • Name 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".

Add Email Template 




  • Name Template

    Your template will need a name. Again, remember that 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.

  • Add Subject Line

    Give your email template a subject line here.

  • Create Email Template

    In this body section, you can create your email templates!

  • Attach Files To Email

    You can attach files from your computer to your email templates by clicking here.

  • Mobile Email Template Preview

    As you create your email template, you can preview what it will look like on a mobile device to your leads or customers by clicking the preview window here!

  • Send Test Email

    If you want to test out your new email template, you can do so by entering a "From Address" and "To Address" and then by pressing "Send" here.


Created Templates List 

Template Name

You can view your templates by name here.


Template Body

Here you can see what your template body consists of without having to click in and edit the template.

Template Attachments

Here you can see what attachments are included in your templates.


Template Type

Here you can view all your template types, i.e whether SMS or Email.

Edit Templates

You can search and view all your templates by template name here. Clicking this button will open up the template editor.



Delete Templates

Clicking this button will delete your template. Be careful, once deleted it is gone forever