Only admins can create new Broadcast templates.
What is a Broadcast template?
A Broadcast template is saved message text you can reuse when sending Broadcast messages. Templates save time on messages you send often, like office closures or flu shot reminders.
Note: Broadcast templates are separate from the templates you use in the Inbox for faxes and texts. Broadcast templates are made in Broadcast > Templates.
Where do I find Broadcast templates?
In the left-hand menu, click Broadcast.
Click the Templates tab in the top right corner.
Your existing templates are listed on the left side of the page. Click any template to see what it says.
How do I create a Broadcast template?
Go to Broadcast > Templates.
Click + New Template in the top right corner.
Choose the communication method: Text, Email, Telephone, or Portal.
Enter a name for the template.
For Email and Portal templates, enter a subject line.
Type your message in the Message box. To personalize it, add variables, such as your practice name or phone number.
Check Active when you're ready to use the template.
Click Save.
Tip: For text templates, avoid promotional wording and link shorteners like Bitly. Those can cause texts to be blocked.
Why can't I find my template when sending a Broadcast?
Only Active templates show when you send a Broadcast. Open the template, check Active, and click Save.
Also check that the template's communication method matches the type of Broadcast you're sending. For example, a Text template won't show for an Email Broadcast.
How do I use a template when sending a Broadcast?
When you type your Broadcast message, choose a template to fill in the message.