Short reusable texts, each with a Text Type that decides where it can be used.
Short, reusable texts — the appointment reminder, the deadline nudge, the document chase — kept in their own list so you are not rewriting them.
This guide covers building one, and the Text Type that decides where it can be used.
Go to Campaign Management › Text Campaigns › Templates. They are also reachable under User Settings › Campaign Settings › Text Templates.
The list shows the Text Type against each one.
The name is what you will pick from a dropdown later, so make it describe the job.
This decides where the template can be used — the same idea as Campaign Type on an email template. A template typed for Workflow shows up when you build a Workflow step.
If a template is missing from a dropdown later, check this first.
Hello (first name), is already in place and fills itself in for each person.
Keep the rest to a couple of lines. This is a text, not a letter.
It is in the dropdown next time you build a text Campaign or a Workflow step.
One idea per template. A text that tries to do two things gets read as neither.
Name the practice. Your number is unknown to them; the first few words should say who this is.
Write the ask plainly. “Reply YES to confirm” beats a paragraph of context.
Keep a handful, not dozens. Texts are short enough that near-duplicates are hard to tell apart in a dropdown.
Read it on a phone. What looks brief in a browser textarea can be four screens on a handset.
Text templates feed Text Campaigns and Workflows, exactly as email templates do on the email side. Same pattern, shorter messages.
My template is not in the dropdown. Its Text Type does not include that destination, or it is not Active.
The greeting did not fill in. That record has no first name.
My text was cut off. Long messages split across several texts on some carriers. Shorter is safer as well as better.
I cannot find the menu. User Settings › Campaign Settings › Text Templates reaches the same list.
Decides where the template can be used — a Campaign, a Workflow, and so on.
Yes, from the first name on the record.
A line or two. If it needs more, it wants to be an email.
Yes, if its Text Type says so.
No, a separate list — but the same idea, and the type flag works the same way.
Your text templates live in their own list. Campaign Management, Text Campaigns, Templates. Each one carries a Text Type, and that decides where it can be used. This one is a Workflow template.
Add Template. A name, the Text Template Type, and the body. Hello, first name, is already there, and fills itself in for each person.
Keep it to a couple of lines. This is a text, not a letter. Save, and it is in the dropdown next time you build a text Campaign.
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