HOW TO: Create a Text Message Template

Navigate to the ‘Messaging Center’ from the Main Menu icon in the top left corner

• On the left navigation, click ‘Text Messages Settings‘
• Next, Click ‘+ New Text Template’

• Follow Steps 1 – 4 to create your text template:
  • Step 1: Name your text template
  • Step 2: Choose a tag
  • Step 3: Select your trigger from the drop down and the timing of when you’d like it sent
  • Step 4: Create your text message
    • Note(s):
      • To create a hard return, hit your ‘return/enter’ button on your keyboard to start a new line.
      • Any text message created over 160 characters will split the message into two text messages.

• Click ‘Save & Continue’
• Review your text template
  • Click, ‘Edit Template’ if you need to make changes
  • Click, ‘Activate Text Template‘ if you are finished

You can always deactivate or reactivate a text template by clicking the green toggle to the left of the template name.