Make a Template

If you find yourself sending out the same message regularly, or want to have a few versions of a similar text readily available, you can save yourself some time by creating and saving templates before you start sending out your messages or scheduling a campaign. Templates will help you avoid typos and increase your message consistency and recognition with your recipients.

There are two ways of creating a template; either directly by selecting the option ‘Creating a template’ when you are sending out your message by ticking the box, or you can manually set up a whole series of templates.

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To add a range of templates, go to Applications>Templates and click on 'Add template'. Give your template a simple name to easily recognise which one you need. Add the text that you want to use and personalise it. Once you have saved your template, you can make use of them in step 2 when sending a message.