How to save time with text message templates

Templates can be created to save you time and effort when a similar message format is often required.

To create a new template:

  1. Select the Templates page.
  2. Click New template.
  3. Give your template a name.
    Template name
  4. Write your message. If a tag is needed, simply place the cursor where you want it to go and click Insert tag, along with name and date.
    Template body
  5. Click Save.
Save template

After saving your template, it will immediately be visible on the main screen, along with any other existing templates.

To edit a template:

  1. Select the Templates page.
  2. Find the template you want to edit.
  3. Click the Edit button next to it.
    Edit template
  4. Update the template.
  5. Click Save.
Save updated template

To send SMS straight from the template page:

  1. Select the template you want to use.
  2. Click Send SMS.
Send SMS from templates page

To delete a template:

  1. Put a tick next to each template you want to remove.
  2. Click on the rubbish bin icon.
Delete template

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