A template is best used when you find yourself typing the same message over and over. This may be an appointment reminder, a request for a review,

Templates are shared across your workspace, meaning it's a great way to standardize your message across your team. Avoiding typos and making it easier to get the right message sent to the right person.


How to Create Your First Template in MessageDesk

  1. Select “Templates” in the dropdown menu under Content in the left-hand navigation once you're logged in to MessageDesk.

  2. In the “Templates” module you'll see all of your current text message templates as well as the default opt-in and opt-out messages.

  3. Select the "+ New template" button to create a new text message template.

  4. Give your text message template a name.

  5. Add body copy to your template by typing your message and inserting a {{tag}} and emoji.

  6. Once you're satisfied with your templated message, select "Save".

  7. You can also send yourself a test text message by clicking the "check icon" to the right.

How to Insert a Template into a Text

You can insert a text message template to any text conversation when composing a message.

  1. To insert a template click the "Tt" icon in the message compose dialog box

  2. Search for or select your template

  3. Once you select your template it will automatically insert into the message compose box.


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