Here’s how to set them up, or follow the step-by-step instructions down below!
Step 1: Go to Message Templates ⚙️
From your left-hand menu, click Settings → Message Templates.
This is where you’ll manage all of your saved templates.
Step 2: Create a New Template ➕
Click New Message Template. You’ll be able to choose:
Text or Email 📱✉️
A label for the template (e.g., “New Guest”)
A description of what it’s for (e.g., “Directions to the church”)
This helps you stay organized and quickly find the right template later.
Step 3: Add Your Content 📝
Type out the message you’d like to save. For example:
"Turn left at the old oak tree next to the big red barn—you’ll see the church just ahead!" 🌳🏠
You can include:
Variables (like first names) 👤
Emojis 😀
Media (images, videos, PDFs) 📎
Links 🔗
Once you’re done, click Save ✅.
Step 4: Reuse Your Templates 🎉
Now, whenever you’re sending a message, you can pull in your saved template instead of typing everything out again. This makes it super quick to send personalized messages without extra effort.
Why Use Message Templates?
Save time ⏱️
Keep communication consistent 💬
Personalize with variables 🎯
Share helpful details (like directions) easily 🗺️
With message templates, you’ll always have your most important messages at your fingertips—ready to go when you need them. 🚀