How to Setup a Template in Sends

If you have a set of recurring sms or email messages, we recommend setting up a template using a simple workflow like the one we have outlined below. Let's get started!

How to Create a Template

Go to Sends and select the +New option.
Select if this will be an SMS or Email message.
If you select SMS, enter in your desired messaging.
- Note that if you select email, you'll need to first enter in a subject + preview text.
For the recipients, we recommend choosing yourself or creating a test contact.
- This is a Q/A measure to ensure messages only go out to the intended recipients.
THIS IS IMPORTANT --- Save the message as a draft.

Here is an example of what the draft's folder looks like with built out templates:

Image 5-16-23 at 12.10 PM

How to Send an SMS or Email from a Template

Once the above-mentioned steps have been completed, it's time to use the template.
Now, you'll duplicate the drafted message and make any edits for today's usage.
Once you've made any needed updates, you can go ahead and send it out!