SMS and Email Templates are saved draft template that you can directly add copy into your campaign events or one-time communications. This is useful if you often find yourself sending a similar messages within campaigns or as a manual communication.

Part 1: How to Create an Email or SMS Template

Step 1: Navigate to SMS and Email Template → ADD Template → Choose Text or Email Template → Save

Part 2: Using Your New Template In A Campaign

Step 1: Navigate to Campaigns → Open the Campaign in which you want to use the template → Create (or edit) the event that you wish to use the template in → Select Your Template → Save

Part 3: Using a Template in Conversation with a Contact

Step 1: In Conversations, select the contact you wish to communicate with → Select SMS or Email at the bottom of the middle pane → Select your template → Edit as necessary → Send

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