Email and SMS templates help your team respond more efficiently to frequently asked questions, while also allowing every member of your team to maintain a consistent tone/voice in your outbound interactions with prospects or customers.
In this article we’ll go over the following:
- How to create a template
- How to create a template folder
- How to use templates on your inbox page
Create a Template
To create a template follow the steps below:
- Select Templates from the hamburger menu on the side navigation
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On your templates page, click on the Actions button at the top right corner of the page and select Create Template. This will open up the create template modal.
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Depending on the type of message template you want to create, click on the SMS button at the bottom of the modal to switch between Email and SMS.
- Next, fill in the following details:
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Name: Enter a name for the template in the name field.
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Select template folder: Click on the drop-down and select the folder you would like to save the template in.
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- Next, compose your message in the text box provided including any necessary variables.
- Click the insert variable icon
- From the drop-down menu, select a variable to be inserted into the text.
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Once you’re done composing your template, take a second look to make sure variables are set properly, then click Create Template.
Create a template folder
Folders help you organize multiple templates into categories. To create a template folder, follow these steps:
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On your Templates page, click on the Actions button at the top-right corner of the page and select Create Folder. This will open up the create template folder modal.
- Next, fill in the following details:
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Name: Enter a name for the folder in the name field.
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Select templates to add to the folder (optional): If you've already created templates you would like to include in this folder, click on the drop-down menu to select them. You can select multiple templates to add to your new folder simultaneously.
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Click Create Folder
How to use templates on your inbox page
You can pull in one of your saved templates when sending messages on the inbox page. To do this:
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On the inbox page, click Compose to open the compose message modal.
- On the compose modal, click on the templates icon and select your desired template.
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Next, make any necessary edits to the message and click Send.
If you have additional questions regarding Templates in Distrobird, do not hesitate to contact us at hello@distrobird.com; a member of our team will be happy to respond to your questions and resolve any issues you might be experiencing.
Happy selling!