1. How to create a template ?

Kindly refer the below video for better understanding


Steps :

  1. Kindly go to templates and click on create templates

  2. Select the templates category and enter the template name

  3. Select the Header --> Text & Media

  4. Enter the message in the body

  5. Click on submit

Adding a variable in the templates.


  1. When you enter the body message

  2. If you need to add the variable in the message

  3. Click on the Add variable

  4. Kindly fill the Default variable for the submitting the template.

Adding a media in the templates.


  1. When you want to add the media in header

  2. Select the header. Media size : Photo : 5MB, Video : 15MB & PDF : 15MB

  3. Choose the media and upload the file.

Importance of Templates

Template messages serve as structured, pre-defined messages that can be used repeatedly for various purposes across different communication channels. Their importance lies in several key areas:

  1. Consistency: Templates ensure consistency in messaging, as they contain pre-approved content that aligns with brand voice, style, and messaging guidelines. This consistency helps maintain a cohesive brand identity and fosters trust and familiarity among customers.

  2. Efficiency: Using templates saves time and effort by eliminating the need to create messages from scratch for repetitive tasks or common scenarios. Templates streamline communication processes, enabling quicker response times and greater productivity for individuals and teams.

  3. Accuracy: Template messages are carefully crafted and approved, reducing the likelihood of errors or inaccuracies in communication. By providing standardized content, templates help ensure that essential information is consistently conveyed to recipients.

  4. Compliance: In regulated industries or environments with legal requirements, template messages can help ensure compliance with relevant regulations and policies. By using approved templates, businesses can mitigate the risk of inadvertently sharing non-compliant or sensitive information.

  5. Scalability: Templates facilitate scalability by allowing businesses to easily replicate and adapt messages for different audiences, channels, or scenarios. This scalability is particularly beneficial for businesses experiencing growth or managing large volumes of communication.

  6. Personalization: While templates provide a structured framework, they can also be customized to include personalized elements such as recipient names, order details, or specific preferences. This balance between standardization and personalization ensures that messages resonate with individual recipients while maintaining efficiency and consistency.

  7. Analytics and Optimization: Template messages can be tracked and analyzed to measure their effectiveness and optimize future communications. By monitoring metrics such as open rates, click-through rates, and conversion rates, businesses can refine their templates to improve engagement and outcomes over time.

  8. Cross-Channel Integration: Templates can be adapted for use across various communication channels, including email, SMS, chatbots, and social media. This cross-channel integration ensures a cohesive messaging strategy and enhances the omnichannel customer experience.

In summary, template messages are essential for maintaining consistency, efficiency, accuracy, compliance, scalability, personalization, analytics, and cross-channel integration in communication efforts. By leveraging templates effectively, businesses can streamline their messaging processes, enhance customer engagement, and achieve their communication objectives more effectively.

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