How Do I Create Text Message Templates?

Creating templated messages allows you to save time without compromising personalization.

On this page:

You must have "Engage" and "Account Settings" permissions included in your assigned Access Profile in order to create text message templates.

Web App

Within a conversation window, click on the speech bubble icon. Any existing templates you have will appear here.

Click the + icon to create a new template.


Once you are in the template builder:

  1. Give the message an easily identifiable title.
  2. Type out your message.
  3. Click the "Name" button to have the recipient's first name auto-populate wherever your cursor is in the body field.
  4. Add emojis to the message.
  5. Save or Cancel the new template.

In the following example, you will see where I have inserted the field for the Contact's first name. The number at the top indicates how many characters this templated message will cost.

Mobile (iOS)

There are two ways you can create a message template on an Apple device:

  1. Through the Engage preferences, found under the "Account" tab.

    account settings-2
    1. Select "Template Messages"when prompted. The number of existing templates will appear on the righthand side.

  2. Directly within a conversation by clicking the speech bubble icon at the bottom.

Click the blue + in the top right corner to compose your template.



Once you are in the template builder:

  1. Give the message an easily identifiable title.
  2. Type out your message.
  3. Insert fields to populate specific information
    1. Within the "Insert Template Field" menu, you can include details from both the Contact receiving the message and the User sending the message.

      IMG_1845    IMG_1846

  4. Save the template when you are finished.

Mobile (Android)

Open the "Profile" tab and click Engage.


Select "Template Messages"when prompted. The number of existing templates will appear on the righthand side.


Click the blue + New template message button.



Once you are in the template builder:


  1. Give the message an easily identifiable title.
  2. Type out your message.
  3. Insert fields to populate specific information.
    1. When you click the blue "Insert field" button, you will be given options for details specific to either the Contact receiving the message or the User sending the message.

          
  4. Save the template when you are finished


Example

This example is demonstrated on an Apple device, but the outcome is the same for Android. Template fields other than "Contact First Name" are currently only available via mobile.

I have created a message template titled "Welcome to JobNimbus" and inserted the following fields:
  • Contact > First Name
  • Contact > Street 1
  • User > First Name
  • User > Company Name


When composing a new message, I selected the "Welcome to JobNimbus" template by clicking the speech bubble icon above the keyboard.


Because of the fields I included in this template, the associated information will populate where indicated.
  • Note: the gray number above the "Send" icon reveals how many credits the message will use (160 characters = 1 credit).



Review the articles linked below to learn how to navigate Engage through your JobNimbus account:

Mobile App Navigation

Web App Navigation