📄 Templates

Create and manage reusable message templates

📝

Overview

Templates allow you to save frequently used messages for quick reuse in single messages, bulk campaigns, and automation workflows.

➕

Creating a Template

  1. Navigate to Templates

    Click on "Templates" from the Messaging menu.

  2. Click "New Template"

    Click the "Create New Template" button.

  3. Enter Template Name

    Give your template a descriptive name for easy identification.

  4. Compose Message

    Write your message content and add any media attachments.

  5. Add Variables (Optional)

    Use placeholders like {name}, {company}, {date} for personalization.

  6. Save Template

    Click Save to store your template for future use.

🔤

Template Variables

Use variables to personalize messages automatically:

👤

{name}

Contact's name

📞

{phone}

Contact's phone number

🏢

{company}

Company name

📧

{email}

Email address

📅

{date}

Current date

⏰

{time}

Current time

📋

Template Types

📝 Text Templates

Simple text-based messages with variable support.

🖼️ Media Templates

Templates with images, videos, or documents attached.

🔗 Button Templates

Interactive templates with clickable buttons and links.

📋 List Templates

Structured templates with multiple options and selections.

🎯

Using Templates

  • Single Messages: Select a template when composing individual messages
  • Bulk Campaigns: Use templates for consistent bulk messaging
  • Auto Reply: Set templates as automatic responses
  • Chatbot Flows: Integrate templates into chatbot conversations
  • Follow-Up: Schedule template-based follow-up messages
💡

Best Practices

  • Use clear, descriptive names for easy template identification
  • Test templates with sample data before using in campaigns
  • Keep templates concise and focused on a single message
  • Use variables to personalize messages at scale
  • Regularly review and update templates to keep content fresh
  • Organize templates into categories for better management