How To Create and Use SMS And Email Templates

How To Create and Use SMS And Email Templates

SMS and Email Templates are saved draft template communications that you can directly add into your campaign events or one-time communications. This is useful if you often find yourself sending same or similar messages (and you don't want to utilize the Email Builder), as using the templates can save you time.

Step 1: How to Create an SMS or Email Template

  • Navigate to Marketing > Emails > Templates
  • Select 'New'

  • Choose from a range of templates, or create your own


  • Customize the template as you wish:
    • Elements are on the left hand side 

    • Your template is in the middle

  • Press "Save Template" to confirm your changes.

Step 2: Using Your New Template

To use your template in a bulk action:

  • Navigate to Contacts.
  • Select the contact records the SMS or Email bulk action will apply for.

  • Choose the bulk action SMS or email icon.

  • Select your template and edit as necessary.

  • Send your bulk action.


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