Template
Overview
The Template section is where you manage reusable message templates. Templates help you send consistent email or SMS content without writing the same message every time.
What You See
When you open this page, templates are shown in a table. Each row represents one template and includes details such as the template name and related actions.
Key Actions
Click Add to create a new template. You can choose either Email or SMS:
- Email templates can be plain text or styled HTML layouts
- SMS templates are short text messages for reminders or updates
For example, you might create a welcome email for new customers or an appointment reminder SMS.
Use the Export button to download all templates or selected templates in CSV or Excel format.
Click a template name in the table to open its detail sheet. There you can review the template information and preview its content. Email templates show their subject and email content or HTML preview; SMS templates show the message in an SMS-style preview. Use the Edit button to make changes. Each row also has an actions menu with options to View, Edit, Duplicate Template, or Delete the template.
To create a copy, open the row's actions menu, click Duplicate Template, enter a new Template Name, and click Duplicate. The copy keeps the original template content and settings, but it is saved as a separate template.
Example
If your team sends the same welcome message to new leads, create an email template once and reuse it whenever needed. You can also create an SMS template for appointment reminders or quick follow-ups.
Notes
- The template name is required when you duplicate a template.
- Use View to check the rendered content before editing or reusing a template.