Templates are the Text Request version of “stock” or “saved” messages. You can create a message once, save it, and then reuse it as often as you like.
Create unlimited templates for frequently asked questions and other common communications. Just follow these steps, and repeat as needed.
To create a Template:
1. Go to Templates in the Settings section of your Text Request menu.
2. Click + NEW TEMPLATE.
3. Type the name you want to use to identify the Template.
4. Type the message you want the Template to contain.
5. Click Add Template when you’re done.
Additional features with Templates:
Attachments: Select the Attachments icon (paperclip) to attach any PDFs, JPEGs, PNGs, or GIFs you’d like to include in the template.
Locations: Select the Locations icon (map marker) to add a location request to the template.
Merge Fields: Select the Merge Fields icon (brackets) to add any applicable merge fields to the template. If a contact’s details are missing information used by a merge field, you’ll have a chance to manually edit in that information before sending the message.
Reviews: Select the Reviews icon (star) to add a Review Campaign to the template. The review link will appear as a shortened URL for your contact.
To have your message fit in one text, keep your template under 160 characters. Your message can be as long as needed, but longer messages send as multiple texts, which count toward your monthly usage.
To edit a Template:
1. Go to Templates in the Settings section of your Text Request menu.
2. Click the pencil icon next to the template you want to edit.
3. Change the name, message, and any attachments as you wish.
4. Click SAVE.
To delete a Template:
1. Go to Templates in the Settings section of your Text Request menu.
2. Click the trash bin icon next to the template you want to delete.
3. Click YES, DELETE to confirm the deletion of the selected template.
Using Templates
Note: Icons shown may vary based on your plan or the type of message you’re composing.
If you’re wondering when Templates should be used or how they can help you, look no further. Templates are best used for frequent situations or anything that needs explaining, such as:
- Frequently asked questions
- Scripted sales or customer service follow-ups
- Event details
- Requests for online reviews
- Scheduling confirmations and reminders
See below for a list of places you can use Templates:
Option 1 — Compose a New Message:
1. Click Compose Message.
2. Enter the name or number of the contact you want to message.
3. Type your message.
4. Click the Templates button (folder icon).
5. Choose the template you want to send.
6. Click SEND.
Option 2 — Message Threads:
1. Click Compose Message.
2. Type your message.
3. Click the Templates button (folder icon).
4. Choose the template you want to send.
5. Click SEND.
Option 3 — Individual Quick Reply:
1. Click the Reply button (back arrow) in a Conversation Block.
2. Click the Templates button (folder icon).
3. Choose the template you want to send.
4. Click SEND.
Option 4 — Group Messages:
1. Click New Group Message.
2. Fill out the recipients of the group message.
3. Click NEXT to get to the Message Field.
4. Click the Templates button (folder icon).
5. Choose the template you want to send.
6. Click SEND.
Option 5 — Peer to Peer Messaging (P2P):
1. Click Create a New Campaign.
2. Name the new campaign.
3. Click NEXT to get to the Message Field.
4. Click the Templates button (folder icon).
5. Choose the template you want to send.
6. Click SEND.
For more information on the different types of messaging Text Request offers, visit our Help Center articles: