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Create SMS & Email Templates

How to create SMS or Email templates to help with conversational management!

Updated over a year ago

1. Let's start by selecting the 'Conversations' option.

1 Click on "Conversations".

2. Next, navigate to 'Templates' or 'Snippets'.

2 Following that, click on "Templates (Snippets)".

3. Now, let's add a new Template or Snippet by clicking the 'Add' button.

3 Click on "Add Template (Snippet)".

4. Select the type of Template or Snippet you desire to create.

4 Click on "Add Text Template (Snippet)".

5. Give your newly created template a suitable name for future reference.

5 Click here.

6. Next, let's personalize our message with 'Custom Values'.

6 Click on "Custom Values".

7. You may enhance your message with 'Trigger Links', like a signup button.

7 Click on "Post-Overview Assessment Link".

8. Feel free to attach any file format that supports your message.

8 Click on "Attach File".

9. Enter a fictitious phone number to preview your message.

9 Next up, click here.

10. To check how your message appears, send a test.

10 Click on "Send test".

11. Finally, ensure all your changes are saved by hitting the 'Save' button.

11 Following that, click on "Save".
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