The text templates builder has everything you need to build smart templates for your business needs. You can use text templates to send messages faster or to send them automatically through Automations.
User Permissions: No special permissions are required to use this feature.
Navigate to Text Templates
Go to Activities > Texts > Text Templates.
Create a Text Template
Let’s go through this process step by step.
To create a new Email template, click ‘Add Template’ in the top right-hand corner of the page. You have two options to choose from.
Once you click on “Add Text Template” the template creation window will open.
1. Name
This is used to identify the Text Template within Servis.ai.
2. App for Merge Tags
This will determine what fields you can pull information from. For example, if you choose the Contacts app you’ll be able to pull information from the fields within that app. We do this using something we call Dot.Walking in Servis.ai. To learn more see the following article:
Note: Templates are tied to the application you choose for Merge Tags. This is important to remember if you’re planning on creating an automation that uses an email template.
3. Message
This is where you actually build the look and feel of your template as well as add in all of the content. The image to the right of the message box will update in real-time as you add content.
4. Picture
You can add images to your template from here.
5. Share With Team
Select “yes” if you would like to share your template with your teammates in Servis.ai.
Managing Your Templates
Using Columns
When you first arrive at the Email Templates page you’ll be greeted with a list view containing all of your created templates across your organization. You can organize these templates by:
- Name
- Message
- Picture
- App for merge tags
- Share With
- Created
- Created by.
Options Menu
Delete
Delete existing Text templates.
Edit
By clicking the pencil icon you can make changes to existing templates. A dedicated window will open that will allow you to make quick edits to your templates.
When to Use Text Templates
Text Templates in Servis.ai are useful when you want to automate the sending of text messages. This is done through the Send Text action in your Automation setup.
Here’s what you need to know:
- To send a text, your Servis.ai instance must be integrated with either Twilio or RingCentral.
- Both integrations allow you to send SMS messages and support additional communication features.
- Once configured, you can use Text Templates to quickly send pre-written messages as part of your automated workflows.
To dive deeper:
- Learn more about Automation Actions here.
- Explore the integrations with RingCentral here and Twilio here.
