Templates

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.

New Template Final

4. Type the message you want the Template to contain.

5. Click the Attachments icon (paperclip) to attach any PDFs, JPEGs, PNGs, or GIFs you’d like to include in the template.

Templates Attachments Final

6. Click the Locations icon (map marker) to add a locations request to the template. 

Templates Locations Final

7. Click 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. 

Note: Templates with Merge Fields are not available in Group Messages or P2P.

Templates Merge Fields Final 

8. Click Add Template when you’re done. 

 

To have your message fit in one text, keep your template below 160 characters. Your message can be as long as needed, but longer messages send as multiple texts, which count toward your monthly usage.

 

Learn more about Attachments, Locations, and Merge Fields

 

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.

Edit Templates

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

4. Click SAVE.

Save Edits Templates Final

 

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.

Delete Templates Final

3. Click YES, DELETE to confirm the deletion of the selected template. 

Confirm Delete Templates Final

Using Templates

 

Compose Message Actions Bar Only

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.

Compose Message Templates Final

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: