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Create a message template

How to create a template from the sidebar menu

Updated over a week ago

From the sidebar:

  1. Click on “Message Templates” on the left sidebar

  2. Click “Add New Template”

  3. Create your template, filling in Text (SMS), Email and/or Voice content.

  4. Click “Save.”

  5. Your template will be available when you compose an individual message or a group message (campaign) and will be private unless you choose to share it with your team.

  6. You can also create message templates prior to sending a message by clicking "Save As Message Template" while composing an individual message or a group message (campaign).

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