📄 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
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Navigate to Templates
Click on "Templates" from the Messaging menu.
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Click "New Template"
Click the "Create New Template" button.
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Enter Template Name
Give your template a descriptive name for easy identification.
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Compose Message
Write your message content and add any media attachments.
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Add Variables (Optional)
Use placeholders like {name}, {company}, {date} for personalization.
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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
Simple text-based messages with variable support.
Templates with images, videos, or documents attached.
Interactive templates with clickable buttons and links.
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