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Adding SMS and Email Templates
Learn to add SMS and Email Templates (Snippets)
Updated: July 10, 2024- In your account, navigate to Conversations
- In the menu bar on top, select "Templates"
- Doing so will bring you to a screen of your existing email and text templates which can be differentiated by viewing the "Type' column
- The column to the right of "Type" will allow you the option of editing or deleting the selected template.
- Once you've created your templates, you can utilize them in your conversations!
- Simply select the "Document" icon and insert the desired template
- It is highly recommended, to test your snippets before using them with contacts.
Snippets can be used with Custom Values so that every snippet sent gets personalized!