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Create a template

Templates allow for the ability to send the same message repeatedly quickly. Templates can be used during one-off messages or waves.

Michael Bergmeyer avatar
Written by Michael Bergmeyer
Updated over a week ago

On the sidebar, click Templates.

Now itโ€™s time to write your message! To customize your message for each contact, you can use one of the three kinds of custom dynamic fields.

  1. Account-Based Custom Fields (Your personal/company information)

  2. Contact Fields (Usually the name of the person who will receive the text)

  3. Contact Custom Fields (Any additional customer info. Example: Fav Product)

To add a custom field to your message, just click on the button with the name of the custom field to automatically insert it into your message.
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Here is an example of how a customized message should look:

๐Ÿ‘‹ Hi {contact.first_name}! This is Sasha from {user.company}. Thanks for stopping by today. I wanted to let you know that we started using a new texting service ๐Ÿ’ฌ called Respond Flow and I would love to send you updates when we get in new shipments of {contact.fav}! So make sure you save this number and if you ever want to opt-out of texts just reply with STOP. ๐Ÿ˜€

If you want to add a picture to your message, click add media below the message box. If you want to add a link just paste it in the message*. When youโ€™re done click CREATE.

Great! Your message is now created and ready to be used. Feel free to head over to your Waves tab to learn about mass sending.

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