Templates

Templates are the Text Request version of “stock” or “saved” messages. You can create a message once, save it, and then re-use it as often as you like.

 

You can 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. Select + New Template

3. Type the name you want to use to identify the Template

4. Type the message you want the template to appear as

5. Choose any JPEGs, PNGs, or GIFs you’d like to include in the template

6. Select Add Template

 

It’s best to keep your template below 160 characters so it fits inside one text. 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. Select the pencil icon next to the template you want to edit

3. Change the name, message, and any attachments as you wish

4. Select Save

To delete a template:

1. Go to Templates in the Settings section of your Text Request menu

2. Select the trash bin icon next to the template you want to delete

How and when should I use templates?

Templates are best used for frequent situations or anything that needs explaining, like:

  • Frequently asked questions
  • Scripted sales or customer service follow-ups
  • Event details
  • Requests for online reviews
  • Scheduling confirmations and reminders

Below are the two ways you can send a template to a contact.

1) From the Compose a New Message button:

1. Select the folder icon

2. Choose the template you want to send

3. Select Send

2) From a message thread:

1. Select the folder icon

2. Choose the template you want to send

3. Select Send