Message Templates (Snippets)

Message Snippets (Templates) make it easier for a business to respond to clients or customers by creating them as a response to FAQs.


In this article:


How to Create A Message Template (Snippet)


1. Click Marketing > Templates (Snippets)


Templates (Snippets) Highlighted in Marketing Tab

  1. Click on the Add Template (Snippet) button and choose either Add Text Template (Snippet) or Add Email Template (Snippet)
  2. Name the Snippet so it's easier to choose it from the dropdown list of snippets from the conversation tab. It is advisable to name it according to the FAQ it answers. (i.e., Where are you located?", "What are your operating hours?" etc.


    Empty Snippet Composer Box

  3. Compose your snippet. You can use Custom Values and Trigger links in snippets if needed. The preview on the right will show you what the snippet will look like on a phone.


    Snippet Composer Box with Sample Snippet

If you are creating a text snippet, the data underneath the box where you enter your message will show you how many characters your message is and the approximate cost for sending it from one US phone number to another. Please note that this is an estimate and doesn't take into account the length of text that will be rendered from a custom value.


5. You can also enter your mobile number or email address depending on the type of snippet and click Send Test to test your snippet.


6. Once you're good with your snippet, Click Save.



How to Use a Message Template (Snippet)


1. In Conversations, when sending an SMS message, click on the "Insert Snippet" icon.


Conversation Panel

Email snippets are applied in the same way text snippets are, just be sure to click the Email tab from within the text panel.

2. Select the Snippet/Template from the dropdown and click "Use Template".


Select Template Dropdown Box



3. It will auto populate the snippet you composed and now you have the option to add to the message or send it right away by clicking Send.


Snippet added to conversation composer