Content Templates

About

Content templates let you build reusable message bodies for emails and texts that your entire team can apply with one click. Instead of rewriting outreach from scratch, templates ensure consistent messaging and automatically insert contact-specific details like names and property addresses using dynamic variables.

Step-by-Step Guide

1. Navigate to the Templates page

   From the left sidebar, click Automations, then select Content Templates. You’ll see a list of existing templates organized by type.

   

2. Start creating a new template

   Click the Create Template button in the top right. A dropdown will appear with three options: Note Template, Email Template, and Text Template.

   

3. Select Text Template

   Click Text Template to create an SMS message template. The template editor will open in a side panel.

   

4. Name your template

   In the Template name field, enter a descriptive name that identifies the purpose of the message. Keep it specific so team members can quickly find the right template.

   

5. Open a contact to test your template

   Navigate to Contacts and click any contact name to open their detail panel.

   

6. Compose your message with dynamic variables

   Click the Text tab in the contact detail panel. Use the variable buttons (Contact, Address, User, Your Full Name, Custom Field) to insert dynamic placeholders like {{firstName}} or {{propertyAddress}}. These auto-fill with the recipient’s data when the template is applied.

   

7. Save the template

   Click Save. Your template is now available for use across all contacts and workflows.

   

Pro Tips

• Keep text templates under 160 characters to avoid multi-part SMS charges and improve deliverability.
• Use {{firstName}} at the start of your message to personalize every send without extra effort.
• Test your template on a real contact before using it in a workflow to preview how variables resolve with actual data.
• Email templates support rich text formatting and subject lines, while text templates are plain text only.

Frequently Asked Questions

Q: What happens if a contact is missing a variable value?

If a contact doesn’t have a value for a variable (e.g., no property address), the variable typically resolves to an empty string, leaving a blank space in the message.

Q: Can I preview a template before sending?

Yes. Apply the template in the composer for a specific contact, and you’ll see the variables auto-filled with that contact’s data before you hit send.

Q: Can templates include attachments?

Email templates can include attachments, but text templates cannot due to MMS complexity and cost considerations.

Q: Who can create and edit templates?

Templates are organization-wide. All team members can use them, but only organization admins can create, rename, or delete templates.

Q: Where can I use templates?

Templates work in three places: manual sends from a contact’s detail panel, workflow Send Email and Send Text actions, and bulk messaging to multiple contacts at once.