Overview
Create reusable SMS text templates. Use them for direct texts and appointment reminders. Please note, templates are unavailable for Automated Workflow texting actions.
IN THIS ARTICLE
Template setup
- Go to Settings > Sales and filter on "Template" to find the ‘Marketing Templates’ setting, and select the 'Edit' button.
- 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.