Templates

Save and reuse the texts and emails you send most. Pick the right one per situation instead of writing from scratch.

Templates store the messages you send most. Instead of writing from scratch every time, you pick the right one for the situation and send it fast. Saved templates can be reused in campaigns, sequences and one-off sends.

Two types: SMS and email

When you create a template you choose SMS or email. SMS is plain text with line breaks; email uses a rich body editor with formatting and links. The list shows a type badge for each, and search matches both name and body.

Create a template

1. Tap + New template at the top right.
2. Pick the type (SMS / email) and enter a template name. The name is required.
3. Write the body and insert the variables you need.
4. Tap Save and it’s added to the list.

Variables make each message personal

Put variables in the body and they’re swapped for each contact’s real values on send. For example customer name, company, sender name, product name or a booking link — so every message reads like it was written just for them.

• The editor shows the variables used below the body, so you can see at a glance which ones the template contains.
• An unknown variable is left as-is rather than replaced — watch for typos in variable names.

Customer name, company and similar fields fill in when the contact has that data. A variable with no value comes out blank, so top up missing key fields before sending.

Start fast with an AI draft

Tap the AI draft button in the editor, enter the purpose of the message (e.g. new product launch, post-consultation follow-up), and a draft for that purpose is filled into the body. Drafts are never sent automatically — review and edit, then save.

Managing templates

• Type part of a name or body in the search box above the list to find a template fast.
• Tap a template to expand it and see the full body and the variables it uses.
• From the expanded view, edit or delete directly. Deletion can’t be undone, so confirm before you do it.

Where to use

Saved templates are reused in the following places.

• Campaigns — when sending to many contacts at once
• Sequences — as the message for each step of an automatic follow-up cadence
• One-off sends — when you fire off a single message to one contact

Field tips

• Name templates by situation, like “1st follow-up after sending a quote,” so they’re easy to pick at send time.
• Keep SMS short and clear; for email use formatting and links to lead naturally into a proposal or booking page.
• Even within one cadence, vary the value of each message when there’s no reply — build it into your sequences.

Related

• Sequences — chain templates into an automatic follow-up flow
• Actions & follow-ups — schedule what to send next as a to-do
• Notes — capture context for a more tailored message
• Campaigns — send a template to many contacts at once