Main Content

The feature allows users to "easily create and save templates, eliminating the need to repeatedly write the same emails or SMS." This functionality helps maintain consistency in marketing communications.

SMS Templates Section

Users access SMS templates by navigating to the Conversations section on their subaccount, then selecting the Templates option where they can create, edit, or delete templates.

Email Templates Section

Email templates are found in the Marketing section, also under Templates. This area allows users to manage both email and SMS templates together.

Usage

The templates are available for use across multiple features including conversations, triggers, campaigns, and workflows.

Related Articles

The support portal lists related articles, covering topics such as appointment notifications, SMS campaigns, RCS messaging, review request customization, and notification settings for invoicing.