Creating a Text Message Template

ext Message templates help maintain consistency and save time when sending communications. Follow these steps to create a new text message template:

1. On the Templates page, click Text Message Templates to view existing templates or create a new one.

2. Click “Add”

Enter Template Details

1. Code: The Code will auto populate.

2. Department: Select the appropriate department(s) to set the permissions to the template.

3. Name: Provide a clear, descriptive name for the template.

4. Description: Provide an optional description for the template.

Compose Your Text Message: Templates can be created using either text editor or HTML editor. Add your message text.

• Use placeholders for dynamic fields (e.g., {FirstName}).

• Insert disclaimers, unsubscribe links, and any required legal text.

Click Save to make the template available for use.