How to Compose a Message with Templates

Use SMS and Email templates to increase your productivity and the quality and compliance of your customer reachout!

To select a template,

1. Click on templates icon in the text input. This will display SMS templates (if clicked from the SMS input) or Email templates (if clicked from the Email input) for you team(s).

Screen Shot 2023-12-14 at 1.27.26 PM.png

2. Search for the template you want to use. You can search for templates by name using the search bar, or scroll through the list with your mouse or by clicking the up/down arrow keys. 

Screen Shot 2023-12-14 at 1.30.39 PM.png

3. Click on the template or press 'Enter' / 'Return' to input the message into the text input. 

4. From here, you can edit the message or insert additional templates to personalize your text. 

Screen Shot 2023-12-14 at 1.28.24 PM.png

5. Click 'Send' to send the SMS.