Message templates let you save SMS content that you send regularly, such as order updates, reminders, or notifications. Templates save time, reduce mistakes, and ensure consistent messaging.
A video walkthrough is available at the top of this article.
Creating a message template
To create a new template:
Click Templates in the main menu
Click Add Template
Enter a template name so you can easily recognise it later
Write the message content
Template names are for internal use only and are not visible to message recipients.
Adding customer details to templates
You can personalise templates using contact fields, such as a customer’s first name.
To add a name:
Click Add Tags
Select First Name (or another available field)
The tag will be inserted into the message content. When the template is used, each recipient will see their own name.
Example:
Template content:
HiFirst Name, your order is ready for collection.Delivered message:
Hi Graham, your order is ready for collection.
If a contact does not have a value for a field, that part of the message will be left blank.
Saving the template
Once you are happy with the content:
Review the message
Click Save Template
Your template is now stored and ready to use.
Using a message template
To send a message using a saved template:
Go to Send Messages
Click Templates next to the message box
Select the template you want to use
The message content will be inserted automatically.
From here, all that’s left to do is:
Select the recipient (individual contact or list)
Choose the sender
Send the message
Editing templates
You can update templates at any time by returning to the Templates section, selecting a template, making changes, and saving it again.
Changes apply to future messages only and do not affect messages that have already been sent.
Why templates are useful
Message templates are ideal if you:
Send the same message regularly
Want consistent wording across your team
Use personalisation like customer names
Want to save time when sending messages
Templates help streamline your workflow while still allowing personalised, professional SMS communication.