How Do I Create Text Message Templates With Engage?

Make texting your customers faster than ever by creating text message templates using JobNimbus' Engage feature.

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Steps for Web

Steps for iOS

Steps for Android

Steps for Web

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. Add a Title to your template to make it easy to find in your template list.
2. Type your message template in the Text Message box.
3. Click the Contact or Assigned user button to insert template fields specific to the contact or assigned user. 
   
4. Add emojis to the message.
5. Save or Cancel your 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 bottom indicates how many characters this templated message will cost.

Steps for iOS

There are two ways to access text message templates on an Apple device.

1. Click on your Initials or Profile Picture in the top right corner, then select the Engage option. 
   
    
   
   1. Select Template Messages when prompted. The number of existing templates will appear on the right-hand side.
      
      
2. Select the Engage icon at the bottom of the app screen, then select a message thread. 
   
   
   1. Within the message thread, select the Template icon (the speech bubble with a star in the middle).
      

Once you are in the template builder:

1. Add a Title to your template to make it easy to find in your template list.
2. Type your message template in the Text Message box.
3. Click the blue {} Insert Field button to add fields for Contacts or Assigned Users.  
   1. Select the Contact or Assigned User button to insert template fields specific to the Contact or Assigned User. These fields will insert the relevant information when a message is sent containing them.
           
         
      
      
4. Save the template when you are finished.
   
   

Steps for Android

There are two ways to access text message templates on an Android device.

1. Click on your Initials or Profile Picture in the top right corner, then select the Engage option. 
   
   

1. 1. Select Template Messages when prompted. The number of existing templates will appear on the righthand side.
      
2. Select the Engage icon at the bottom of the app screen, then select a message thread. 
   
   
   1. Within the message thread, select the Template icon (the speech bubble with a star in the middle).
      

Once you have navigated to your message Templates, click the New template message button in the bottom right corner.

Once you are in the template builder:

1. Add a Title to your template to make it easy to find in your template list.
2. Type your message template in the Text Message box.
3. Click the blue <> Insert Field button to add fields for Contacts or Assigned Users.  
   1. Select the Contact or Assigned User button to insert template fields specific to the Contact or Assigned User. These fields will insert the relevant information when a message is sent containing them.
       
4. Save the template when you are finished.