Creating Custom Templates

If you want to create a new template, click here to choose between an SMS template or an Email template.

Create Text Template

• Name Template
  Your template will need a name. Remember, naming conventions are very important
   when you or someone from your team is trying to find a specific template to send
   to a lead or customer. 

• Create SMS Template
  In this body section, you can create your SMS template! Use Custom Values to pull information directly from the contact, use Trigger Links

• App Characters 
  This will show you the number of characters your message will be. It will also show you how many segments you will be sending. Each segment is 160 characters. If you have a message that is 161 characters this will be considered 2 segments and will be double the prices. One segment is $0.00948

• Approximate Cost 
  This will show you how much each message will cost depending on the number of segments

• Attach Files to SMS
  You can attach files from your computer to your SMS templates by clicking here 

• Preview SMS Template
  As you create your SMS template, you can preview what it will look like to your leads or 
  customers by clicking the preview window here! 

• Send Test via SMS 
  If you want to test out your new SMS templates, you can do so by entering a phone number 
  here and pressing "Send Test"

Example of a Custom Value: To automatically pull in the Contacts First Name into your message....

Click Contact > First Name. You can use multiple custom values in a single message

Created Templates List

• Template Name  
  You can view your templates by name here

• 

• Template Body
  Here you can see what your template body consists of without having to click in and edit the 
  template
  

• Template Attachments
  Here you can see what attachments are included in your templates
  

• Template Type 
  Here you can view all your template types, i.e whether SMS or Email

  
  

  Edit Templates

  You can search and view all your templates by template name here. Clicking this button will open up the template editor.

  

  
  
  

  Delete Templates
  Clicking this button will delete your template. Be careful, once deleted it is gone
   forever.