Templates (needs video)

Created by Ezra Weinstein, Modified on Fri, 07 Oct 2022 at 10:53 AM by Hannah Harris

In this section, you can create text message and email templates, so your team can quickly respond to common questions about your products or services.


NOTE: Depending on your user permissions, you may not have access all of the components.


Created Templates List


    • Template Name
      You can view your templates by name here.

    • Template Body
      Here you can see what your template body consists of without having to click in and edit the template.

    • Template Attachments
      Here you can see what attachments are included in your templates.

    • Template Type
      Here you can view all your template types, i.e whether SMS or Email.

Edit Templates


You can search and view all your templates by template name here.


Clicking this button will open up the template editor.


Delete Templates


Clicking this button will delete your template. Be careful, once deleted it is gone forever.

Adding New Templates


If you want to create a new template, click here to choose between an SMS template or an Email template.


Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!

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