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Templates

How to create Message Templates_
Works on:📸 Instagram🎓 Skool

Typing out the same welcome message, pitch, or FAQ answer dozens of times a day is a massive waste of time. Templates let you create canned responses to deploy instantly.

Creating Message Templates​

  1. Navigate to "Templates"
    • Click Templates in the sidebar, under Messaging.
  2. Create Template Folders
    • Click New in the Folders panel. Folders group related templates, for example "Welcome Messages", "Follow-up" or "Pricing". Drag folders by the handle to reorder them.
  3. Draft Your Template
    • Click New Template, pick a folder and write your message.
    • Type {name} where you want the person's first name to appear.
    • Optionally attach an image (up to 2 MB) to send with the message.
    • Want a first draft? Tick AI Assistant, describe what you want and click Generate. Edit the result before you save.
  4. Organize
    • Drag templates by the handle to set their order, edit with the pencil, or remove with the trash icon. Search matches both the message text and the folder name.
  5. Use Your Templates
    • Inside a Messenger chat, open the CRM overlay, find the template and click it to drop the text (and image) into the chat box.
    • Templates also work in Schedule Messages, Sequences, Birthday Greeter and the welcome messages, so a message you improve once gets better everywhere.

Template variables​

Variables are values you save once and reuse in any template.

  1. Open Variables on the Templates page and create one, for example {{booking_link}} with your calendar link as its value.
  2. Type {{booking_link}} anywhere in a template or message, and it's replaced with the saved value when the message is sent.
  3. Give a variable several values and each message picks one of them at random, using the same pick everywhere in that message.

A variable that doesn't exist is left out, so a raw {{…}} is never sent. Variables are saved in the extension on this computer and are included in your backup file.

Spintax​

Write {Hi|Hello|Hey} in any message and each send picks one of the options, so a campaign doesn't send the same words a hundred times. Spintax can be combined with {name} and your variables: {Hi|Hey} {name}, here's {{booking_link}}.

Every message editor has a bar to insert {name}, your variables and spintax, with a live preview of what the person will get.

Next Steps: Learn how to send these templates to entire folders at once using Schedule Messages campaigns.

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