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Text Template Overview
Text Template Overview
Rain avatar
Written by Rain
Updated over 2 years ago

Text Template

Create fully dynamic text templates which use merge fields, smart blocks, contact roles, and files roles. It generates text content rather than writing it by hand.

All Categories/ Category

Adding and using Category can help you organize your templates in such a way that it makes the template visually easier to locate.

  • You can delete the category that you created by clicking “Manage Categories”

  • Once the category has been created, it cannot be edited.

Sort Templates

It allows you to reorganize your templates and this can be done by clicking the Sort Templates button. The right-side panel will open and you can drag and drop the text templates into the desired order.

Add New

This button will allow you to create a new text template.

Search Bar and Renaming a Template

This search box will allow you to easily find the template you’re looking for, especially if you have many text templates saved in the system. Hover your mouse over the template name and just simply type in the new name and hit the check button to save the changes.

Edit and Delete

The “Edit” button will allow you to modify your email template and the “Delete” is for deleting a template.

Clean Templates

If you migrated over your email templates from TCWorkflow or imported them from a different system you may want to clean your text templates by clicking the Clean Templates button. We'll scan your templates to see if any missing merge fields match the pattern you've selected. Click Scan Templates to complete the process of cleaning your text templates.

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Select: All | None (Clone & Modify Options)

It gives you the option to update your saved text templates.

  • Clone - to duplicate the template

  • Category

  • Contact Roles - to add or remove contact roles

  • Delete - to permanently remove a text template from the system

Creating a Text Template

Step 1:

From the dashboard screen, go to the hammer icon and select Templates.

Step 2:

Go to the Text Templates, and click Add New. Enter the text template name and hit Submit.

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Step 3:

Click Edit to fill in all the information.

  • Add a Contact Role (s)

  • Enter text contents and merge fields, smart blocks, smart block groups, etc can be used by clicking the blue icon button.

  • Recommended max length is 250 characters, you've entered 117 characters.

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