Text Templates

servis.ai
  • Updated

The text templates builder has everything you need to build smart templates for your business needs. You can use text templates to send messages faster or to send them automatically through Automations.

User Permissions: No special permissions are required to use this feature.

In this article, we will cover the following topics:

  1. Navigate to Email Templates
  2. Create a Text Template
  3. Manage Your Templates

Navigate to Text Templates

Go to Activities > Texts > Text Templates. 

text_templates.gif

Create a Text Template

Let's go through this process step by step.

To create a new Email template, click 'Add Template' in the top right-hand corner of the page. You have two options to choose from. 

text_templates_add.png

Once you click on "Add Text Template" the template creation window will open.

text_template_create.png

1. Name

 This is used to identify the Text Template within FreeAgent CRM.

2. App for Merge Tags

This will determine what fields you can pull information from. For example, if you choose the Contacts app you'll be able to pull information from the fields within that app. We do this using something we call Dot.Walking in FreeAgent. To learn more see the following article:

Note: Templates are tied to the application you choose for Merge Tags. This is important to remember if you're planning on creating an automation that uses an email template. 

3. Message

This is where you actually build the look and feel of your template as well as add in all of the content. The image to the right of the message box will update in real-time as you add content.

4. Picture

You can add images to your template from here. 

text_template_image.png

5. Share With Team

Select "yes" if you would like to share your template with your teammates in FreeAgent.

Managing Your Templates

Using Columns

When you first arrive at the Email Templates page you'll be greeted with a list view containing all of your created templates across your organization. You can organize these templates by:

  • Name
  • Message
  • Picture
  • App for merge tags
  • Share With
  • Created
  • Created by.

text_template_manage.png

Options Menu

text_template_options.png

Edit

make changes to existing templates. A dedicated window will open that will allow you to make quick edits to your templates. 

Delete

Delete existing Text templates.

Related articles