📝 Overview
Messaging templates control the content of the emails and text messages the software sends for messaging and notifications. The software includes a default template for each message type, and if you updated from an older version, your own templates are selected automatically. Use the steps below to find your templates and make them unique to your business.
⛔️ Stop-gap: Messages will not send until Twilio verifies your messaging account registration. Reach out to our support team if you have any questions.
🛠️ Setup
Find the template you want to change, edit it with the built-in editing tools, and add <Insert> items to personalize each message.
🔍 Find Your Templates
All of your templates are in one place. Use the filters to narrow the list to the templates you want to view or edit.
Click the Messaging & Marketing (or E-mail & Marketing) drop-down menu, then click Manage E-mail & Text Message Templates.
Use the Filter Message Templates options at the top to view the Message Format and Message Type templates you want to view or edit.
✏️ Edit a Template
Open a template in the editor to change its content and formatting.
Click a template name, then click Edit Selected. You can also double-click the template to edit it.
All of the standard word processing and editing tools are located just above the message body editing window. Options include:
Tool | What It Does |
Font | Choose Arial, Courier New, Georgia, Helvetica, Impact, Lucida Console, Tahoma, Times New Roman, Trebuchet MS, or Verdana |
Font Size | Choose any size between 5-74 pt. |
Font Color | Choose any color that Windows can create |
Bold | Make selected text bold |
Italic | Make selected text italic |
Underline | Make selected text underlined |
Left Align | Align selected text or items to the left |
Center Align | Align selected text or items to the center |
Right Align | Align selected text or items to the right |
Bullet List | Create a bulleted list of text |
Numeric List | Create a numbered list of text |
Picture Insert | Add images from a file path or URL |
Hyperlink | Create URL links |
Table Insert | Create tables of text |
Copy text from MS Word | Copy edited text and preserve its formatting from Microsoft Word |
Design View | Create or edit the template in Design View |
HTML Edit Mode | Create or edit the template in HTML View |
🏷️ Add <Insert> Items
Words in your template surrounded by <>, like <First Name>, are <Insert> items. They pull information automatically from your database based on the client or employee receiving the message, so you can personalize each message you send. The list of <Insert> items is in the lower-right side of the template editor for each message type.
Place your cursor where you want the item added.
Select the item in the drop-down menu.
✍️Note: Not all message types have the same <Insert> options.
Click Insert.