Overview
Create reusable SMS text templates to save time and ensure consistency. You can use these templates for direct texts and appointment reminders. Please note that SMS text templates are available for Sales Records only, and they can’t be used with Automated Workflow texting actions.
IN THIS ARTICLE
Template setup
- Go to My Agency Settings and open the Marketing Templates setting. You may have to scroll down or use the search filters to find it.
- Select the ‘Add Text Message Template’ button.
- Name the template so others will know what it is used for and enter the messaging.
- Your text templates will allow you to save time, having messages you send regularly pre-typed. Personalize the template with Snippets and Merge Tags. Learn more. An example would be a name of, “Calendar Availability”, with a message of, “Here’s my availability to choose from #AGENTCALENDARLINK# or you can reply with when would be best for you.”
- (Optional) Check the ‘This message is available for all users’ box if you want to make it available to other users.
- Otherwise, only you will be able to use it.
- Select the ‘Submit’ button to save your changes and finish creating the template.
- Then you can go to an Agent, Individual, or Sales Record and start a text. You can either type a completely unique message or you can select a template and send as is or you can customize it.