SMS and Email templates are pre-written messages that can be used to streamline communication and ensure consistency in messaging. These templates offer a standardized format that can be easily customized and used repeatedly to communicate various information such as appointment reminders, order confirmations, marketing promotions, and other types of notifications.
To create an SMS and Email template, navigate to the Profile Icon > Profile & Preferences > TEMPLATES > SMS Template or Email Templates.
Then, click the plus sign (+).
Next, enter the template name/label and start adding the content.
Add Tags - This allows you to add restrictions by assigning specific tags, which means that the script template is only applicable to the leads with the assigned tags.
Assign To - This allows you to grant the team members, callers, agents, or VAs access to the template.
Click "Submit".
**Note: Email Builder is readily available when creating email templates. You have the option to begin with a blank layout or choose a pre-existing layout/design.