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How to create SMS and Email Templates

Always saying the same thing, then create a template to use in a text message or email.

Written by Sofia Zúñiga Vega

You can save time by using templates; they can be used in SMS or Emails. 

Go to your left menu and under Location, you'll find a templates tab. Choose the media you want to create a template in (SMS or Email)

Click on either SMS Templates or Email Template and create your template.

*** You can always filter the templates *** 

When you create a template, you are asked to choose a contact group, so when you are sending an email or an SMS text, it will only show the templates assigned to that group.

You can always change the contact group in the template; click on Edit and choose the contact group you want.

SMS Template: You would need to add the Template Title, then the Body of the Template

Email Template: You would need to add the Template Title, Email Subject, then the Body of the Template

In case you need the same template for more than one group, you can either edit or clone your template and choose different groups for them.
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