How to Create and Manage Text Templates and Categories

In this video, you'll learn how to create and manage text templates and categories. 

The purpose of the templates is just to make everything quick and consistent.

So let's say you have a text message you like to send out just before you meet somebody. You could create a template for that and then it'll look the same each time you send it to any of your contacts.

You'll be able to create it very very quickly so to create a text message template, Go into marketing text message templates click on email templates. We have one here already.

For this example, you put your title, in the beginning, they'll probably be uncategorized. If you end up wanting to put them in categories to organize lots of templates you have that option.

Then you can see in the content section we have some text. We also have a merge field. To get the merge fields you click on the gears in the upper right-hand corner.

Pick on what field you want and it copies it to the clipboard. Then you can paste it in your email. When you have this the way you want it you just save it and close.

To create a new one, you would add an SMS template and add your title. If you have a category, select that, and then type your content and so forth.

If you end up with a lot of templates and you want to categorize them. Go to text message template categories. You can quickly and easily add some categories just by adding a title and a description and saving.