Message Templates
Daniel Roman avatar
Written by Daniel Roman
Updated over a week ago

Article Shortcuts:

How to Add Template(s) SMS & Email

  1. Go to Settings

  2. Click on message templates

  3. Click the + add template button

  4. Choose SMS or Email

  5. Fill out the blank spaces with your message

  6. Click Save


How to Edit Templates

  1. Go to Settings

  2. Select Message Templates

  3. Choose the Message Template you want to edit

  4. Edit the message

  5. Click the save button


How to Duplicate templates

  1. Click on Settings

  2. Select Message Templates

  3. Check the box next to the message you wish to duplicate

  4. Select the Duplicate button

  5. Select Yes (the pop-up)

  6. Edit the duplicate message


How to Delete Message Templates

  1. Go to Settings

  2. Select Message Templates

  3. Check the empty box next to the message template you wish to delete

  4. Select the Permanently Delete button

  5. Click the Delete option

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