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Create and use message templates

Save reusable messages with personalisation placeholders.

Templates are saved messages you can reuse in Single Message, Bulk Messaging, and DRIP — so you don’t retype the same content.

Create a template

  1. Open Templates and click New Template.
  2. Write your message. Add placeholders like {{name}} that get filled in per contact.
  3. Optionally attach an image, document, or video.
  4. Save it.

Use it

When composing a message anywhere in the app, pick your template from the list. Placeholders are replaced automatically for each recipient.

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