Your templates

A template is a message you keep to start campaigns and welcome texts from. Templates belong to you, not to one business: each one works for any of your businesses, with that business’s name filled in when it’s sent. This guide covers the Templates screen, the starter library, and a template’s page.

To write one, see Make and edit a template. To send one, see Use a template.

The screen#

Open Templates from the sidebar.

The line under the title counts your own templates and the starters. Two tabs split them:

Tab	What’s in it
Yours	Templates you wrote, saved from a campaign, or copied from the starter library, most recently changed first. Only you see them.
Starter library	60 ready-made templates: six for each of ten industries, 50 for campaigns and 10 welcome texts. You can use them as they are, or copy one to yours to change it.

The buttons above the cards narrow them to one category, with how many are in each. Search finds a template by its name or any word in it.

Category	For
Promotional	Offers, sales and news.
Reminder	Something coming up, sent to a tag or on repeat. A campaign doesn’t know anyone’s own appointment, so reminders never say “your appointment”.
Win-back	People you haven’t seen in a while.
Event	Classes, tastings, open houses.
Holiday	Holiday hours and seasonal offers.
Reviews	Asking how you did.
Welcome	A webform’s welcome text, sent the moment someone joins. Not for campaigns.
No category	Anything else.

Preview as#

Cards show each template the way one business’s subscribers get it. Preview as, at the top, picks the business: its name goes in front, the opt-out line at the end, and its parts and characters are counted. It starts on your first business that can send. With one business, it isn’t shown.

A template’s card#

Part	What it means
Grey words	Added for you when it’s sent: the business name in front and Reply STOP to opt out at the end, or for a welcome, how often you text, “Msg & data rates may apply.” and HELP and STOP.
Blue words	Filled in for each person or business: first name, or {business name} (shown with the business you preview as).
Amber words	Fill-ins like [OFFER] and [LINK]. Whoever uses the template replaces them; nothing goes out until they do.
Parts and characters	What one text takes, counting fill-ins at a typical length (a link as 24 characters). The card lists the fill-ins under it.
Amber dot	Something that costs more, like an emoji that makes it 2 parts, or a text that’s just over one part with the business name in front.

Use starts a campaign with it, or for a welcome, puts it on a webform. The … has Edit, Duplicate and Delete for yours, and Open and Copy to yours for a starter. Click a template’s name to open it.

The starter library#

Starter library adds an industry picker beside the search:

Starters are written for what campaigns do: an offer to show at the counter, a code, a link, a date. They never ask people to reply, since only STOP and HELP are answered.

A template’s page#

Click a starter to see it in full:

• Message shows the text with what’s added in grey, and the checks under it: what’s added for you, the fill-ins, and how long each part can be.
• As people get it shows it on a phone, from the business picked beside it.
• Where you can use it says where it goes: campaigns, or for a welcome, a webform.

A starter can’t be changed. Copy to yours makes it one of yours, with the same name, and opens it so you can change anything. Use in a campaign starts a campaign with it. See Use a template.

One of yours opens ready to change. See Make and edit a template.