Templates

In this section, you can create text messages and email templates, so your team can quickly respond to common questions about your products or services.

NOTE: Depending on your user permissions, you may not have access to all of the components.

• You can view your templates by name here.

• Here you can see what your template body consists of without having to click in and edit the template.

• Here you can see what attachments are included in your templates.

• Here you can view all your template types, i.e whether SMS or Email.

You can search and view all your templates by template name here. Clicking this button will open up the template editor.

Clicking this button will delete your template. ** _Be careful, once deleted it is gone forever.**_

If you want to create a new template, click here to choose between an SMS template or an Email template.

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Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!