Create Email or Text Message Templates

Save the messages you send often, such as seasonal offers or holiday opening times. You can then start a bulk email or text message from them.

1. Click Comms in the sidebar and choose Bulk Email & SMS. Click the cog button at the top right and choose Predefined Templates.
   
2. Click Create New Template.
3. Enter a Template Name and the message in Content. You can use {contact_firstname} and {contact_lastname} to add each customer’s name. Click Save.
   
4. Your templates are listed under Saved templates. Click the pencil to edit a template, or the red bin to delete it.
   

To use a template, choose it under 3 Template when you send a bulk message. See Send Bulk Email or Text Message to Customers.

Feature Email and SMS notifications: see what it does and how it fits your workshop.