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Creating and Using Message Templates
Creating and Using Message Templates

This article will show you how to create and use message templates in LocalMessages, helping you save time when communicating with clients. Templates are ideal for appointment reminders, frequently asked questions, or even feedback requests

Rocio Fischetti avatar
Written by Rocio Fischetti
Updated over a week ago

LocalMessages allows you to send personalized text messages efficiently with message templates. Whether you're sending appointment reminders, follow-ups, or answers to common questions, templates streamline your communication. This guide will show you how to create, use, and manage message templates to make your client interactions even easier


1. Login to your OneLocal account here

2. Once you're logged in, click on the LocalMessages tab on the left side of your dashboard

3.If you haven’t created a message before, click New Message to start a new conversation

A pop-up modal will appear with a text box. In the text box, click the Template icon

4. If you don’t have any templates yet, you can create your first one by typing your message in the box


Give your template a clear, descriptive name so you can easily find it later

5. Take advantage of the Insert Dynamic Tag dropdown list to add personalized elements, such as the client’s first name, into the template

6. Once you’re satisfied with your message, click Save to add it to your template library

7. If you need to edit an existing template or want to browse all your saved templates, click Manage

This will allow you to see and manage all the templates you’ve created

Suggestion

Here's a template that works great before requesting feedback via OneLocal's LocalReviews tool:

Hi [Customer First Name], I'm following up from Maggie's Cleaning Services to learn more about your experience. I'll be sending a quick feedback request shortly, and we'd appreciate you taking a moment to share!

This template works perfectly before you send a feedback request. You can easily follow it up by clicking the Request Feedback button on the right side of the conversation

This is a great way to add further personalization to your feedback request, resulting in a better response rate!


If you have further questions, reach out to our OneLocal support team through the orange chat bubble in the bottom right corner of your screen. We're here to help!

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