Personalize Messages With Templates

Overview

The Templates serve as a flexible resource for creating customized messages for various purposes. Templates streamline communication by allowing users to insert pre-defined content tailored to specific details like first name, location, department, etc. When you define templates on the contact's edit page, they appear in a dropdown menu during message composition, enabling their insertion into messages.

1. Add Template

Add new contact or open the existing one. On the bottom of the Edit Contact's page you can find Templates section. To add a new template, tap the "Add Template" button.

Then, a new page will open where you can select a template name from the ones provided or enter any other name of your choice.

After that, on the main contact editing page, enter the value for the template.

Example Usage. Consider you have added a Location template to three different contacts. For the first contact, the value of this template is Los Angeles, for the second - New York, for the third - Sarasota.

Go to messages and compose your message using the newly created template.

During message composition, you could use this template to personalize each message based on the contact’s Location template. Your message could look like this:

In turn, the contacts will receive messages like:

"Hello, Annie! How's the weather in Los Angeles? I'd love to visit you at the end of the summer".

"Hello, Kate! How's the weather in New York? I'd love to visit you at the end of the summer".

"Hello, Charlie! How's the weather in Sarasota? I'd love to visit you at the end of the summer".

This example demonstrates how templates can be used to customize messages, making each communication feel more personal and relevant to the recipient.

2. Delete Template

Locate the template you wish to delete and click on the red button to the left of it.

A popup will appear asking for confirmation to delete the template. Tap "Yes" if you want to proceed with deleting the template. The template will be deleted only for the specific contact that it was assigned to.

Tap the "Done" button in the upper right corner to save your changes.

If the template was assigned to only one contact and you delete it, the template field associated with that template will also disappear from the Template Fields list when composing messages.

3. Support Old Templates Format

The format of templates in Reach has been changed. Previously, Reach used only two types of templates: Relationship and Nickname and they were represented by standard emoji. Please, refer to Support Old Templates Format to read how you can use both formats of templates now.