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.
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.
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.
