Templates

Templates are pre-written messages you can save and reuse. They can be created as standard SMS messages or RCS messages that support rich media and interactive buttons. Please note: templates were previously called Snippets.

Written By Jill Berkowitz

Last updated 3 months ago

Create a template

  • Go to Templates in the sidebar.

  • Click Add template (top right).

  • Choose SMS for a standard text message, or RCS for a rich, interactive message.

  • Name your template.

  • Choose whether to keep it personal or share it with your team.

  • SMS templates: Write your message, add emojis, or click the + button to insert a variable. Variables pull details from a contact card (like name or company) to personalize the message.

    • RCS templates: For details on building rich cards and suggestions, visit our RCS Template Builder page.

Editing templates

You can edit any existing template by opening the Templates page, selecting the template from the list, or searching by name. From the main Templates page, you can also update sharing permissions or delete a template.

Using a template

To use a template when sending a message or campaign:

  1. Start a new message or campaign.

  2. Click the + icon in the message box.

  3. Select Template.

  4. From here you can:

    • Search for an existing template

    • Create a new template

    • Toggle “My templates” to view only the ones you created

    • Scroll your full list of available templates