How do I create a Text Template?

Modified on Fri, Mar 27 at 1:10 PM

Subject

Applies to: Admin
Purpose: Creating Text Templates
Location in Ricochet: Configuration > Marketing Automation

Description

The instructions in this article require Administrator permission

These instructions describe how to create a reusable text (SMS) template within the Marketing Automation settings. The process walks through selecting the Text Template automation type, composing the message content, optionally inserting dynamic lead, user, or branch fields for personalization, reviewing the template details, naming the template, and saving it. Once created, the template is active by default and can be toggled on or off, allowing users to reuse standardized text messages across campaigns.

Resolution

Optional: View the interactive tutorial for this process:

Click here to open the step-by-step tutorial in a new tab

Non-Administrators do not have the access to follow these instructions and should request support from their company admin or open a ticket.

1. To create a Text Template, click Configuration

2. Click Marketing Automation

3. Click Create New Automation

4. Click the dropdown to choose the type of Automation you wish to create

5. Select Text / SMS

6. Click Text Template

7. The "Options" tab is not needed and is just here as a formality. Click Next

8. Click inside the Message area and type your message for your Template.

9. If you need to add a Lead, User or Branch field, click the dropdown for the section needed.

For this example, we will click the dropdown for User field

10. For this example, we will choose the user's First Name

11. Click Add to insert the hook for Users' First Name into the text message template.

12. The field hook that gets added is unique and should not be edited.

13. Click Next

14. Review the template details. You can ignore the Caller ID and Lead's Phone section.

Click inside the Name Of Campaign area and type the name of the text campaign.

15. Click Save

16. Your text template will be labeled as "Text Template". Ask your users to refresh their browser for the update to show.

The template is active by default. Click the green/white icon to make inactive