How to Create Text Templates
Text Templates are a great way to communicate with your leads quickly!
Please review our TCPA Resource Guidelines before setting up text templates!
BoomTown has provided you with a few templates to start with, but you can create and view your own by navigating to the Marketing section of your left-hand menu bar, and then selecting Text Templates.
On this page will be a list of all the Text Templates that you've created.
Any BoomTown Templates or Company Templates that an Admin user on your team has created will display as options in the Select template... drop-down when going to send a text to a lead, but will not show on your Text Templates page!
To view and edit an existing template you've created, select the name of the specific Text Template, and a modal will display where you can make changes!
In order to create a new Text Template, select the blue + Create New Template button toward the right-hand side of the page.
On the modal that displays, you'll have the ability to name the Template for internal reference and enter the body of the text.
Similar to an individually composed text message, each Text Template will have a limit of 1600 characters.
The Template Text drop-down in the right-hand corner above the Text Body field allows you to enter Templates that will populate with lead and company details automatically, to personalize the text each time it's sent to a different lead.
For example, the {VisitorFirstName} will automatically pull in the appropriate lead first name when the particular Template is being used.
Available Text Message Template Text
In order to have certain information populate automatically when sending a text message, Template Text can be added within a Text Template, according to the options below:
Template Text Drop-Down Display | Template Text in Text Message Body |
Agent First Name | {AgentFirstName} |
Agent Last Name | {AgentLastName} |
Agent Email | {AgentEmail} |
Agent Alias | {AgentAlias} |
Agent Mobile Phone | {AgentMobilePhone} |
Agent Office Phone | {AgentOfficePhone} |
Lender First Name | {LenderFirstName} |
Lender Last Name | {LenderLastName} |
Lender Company Name | {LenderCompanyName} |
Lender Alias | {LenderAlias} |
Lender Mobile Phone | {LenderMobilePhone} |
Lender Office Phone | {LenderOfficePhone} |
Lender Company Name | {LenderCompanyName} |
Original Source | {OriginalSource} |
HomeSearchNOW App Invite | {HomeSearchNowAppInvite} |
Company Name | {CompanyName} |
Company Website | {CompanyWebsite} |
Company Service Area | {CompanyServiceArea} |
Time Of Day | {TimeOfDay} |
Day Of Week | {DayOfWeek} |
Season | {Season} |
When utilizing Template Text, be sure to select the preferred option from the drop-down menu when composing the Text Template, to ensure that the proper format is being used. Otherwise, there may be errors that occur.