Create reusable message templates

Templates keep approved message copy ready for later campaigns.

Create a template

1. Open Templates.
2. Select New Template.
3. Enter Name.
4. Add Description when the purpose needs explanation.
5. Enter the text in Message.
6. Choose a value under Personalization Macros when required.
7. Select Insert Spintax Block to add a random-choice block.
8. Add Sender ID (optional) and Tags (comma-separated) when useful.
9. Select Create Template.

The macro buttons insert {custom_1} through {custom_5}. The editor also shows encoding and the number of SMS parts.

Organise templates

1. Select New Folder.
2. Enter Folder Name.
3. Choose Color.
4. Select Create.
5. Use All Templates to return to the full list.

The search starts after at least two characters. Creating a template or folder requires template-create permission.

Update or reuse a template

1. Find the template.
2. Select the Edit template icon.
3. Update the form in Edit Template.
4. Select Save Changes.
5. Select Duplicate template when you want to copy the message to your clipboard.

Other actions follow the update and delete permissions assigned by the account owner.

Troubleshooting

1. Enter both Name and Message if Create Template is unavailable.
2. Check the segment warning when the message contains Unicode characters.
3. Allow clipboard access if Duplicate template does not copy the message.
4. Ask the account owner to review template permissions when an action is missing.