Write or edit a message template
Write a template in Japanese and English with variables, let the check find problems, and save it as a draft or active.
Where to find it
Campaigns › Message templates › New template
Open this screen
Steps
- Open Campaigns › Message templates and press “New template” (or “Edit” on one of your templates).
- Enter the “Template name”, choose the “Channel” (SMS or chat), the “Purpose”, the “Business type” and, for non-marketing purposes, the “Kind of message”.
- Write the Japanese and English text. Click a variable such as {customer_name} to put it at the cursor.
- Read the check under the text: fix every “Must fix” item; “Add the opt-out line” adds it for you.
- Press “Save as draft”, or “Save and make active” (owners, admins and managers).
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Template name | Required, up to 120 characters. | — |
| Channel | SMS or chat. | SMS |
| Purpose | Confirmation, Reminder, Missed-call follow-up, After-hours reply, Thank-you or review request, Recall or re-engagement, Notice or Custom. The thank-you and recall purposes count as marketing. | Custom |
| Business type | Your kind of business, or Other. | Not chosen yet |
| Kind of message | Service message (a booking, a reply) or Marketing (needs consent and the opt-out line). | Service message (a booking, a reply) |
| Variables | {customer_name}, {business_name}, {date}, {time}, {link}, {staff_name} and more, filled from the contact when the template is used. | — |
| Japanese / English text | Up to 1,000 characters each; at least one is required. | — |
| Send condition (optional) | When the message may be sent, for example only after staff confirm the booking. | — |
| Check | “No problems found” or “Cannot be saved yet”, with “Must fix” and “Worth checking” items and the length and SMS count per language. | — |
Troubleshooting
“This template cannot be saved yet. Fix the items marked “Must fix”.”
Open the check list and fix each Must fix item; see “A template cannot be saved”.
“Write the message in Japanese or English.”
Fill at least one of the two text boxes.
Tips
- Saving an edited template raises its version number.
Good to know
- Saving does not send anything.
- Any member can save drafts; making a template active needs a manager.
Related how-tos
- Message templates Keep SMS and chat templates for your type of business: start from a sample, build your own library, or draft with AI.
- A template cannot be saved Fix the “Must fix” items the template check finds.
- Draft templates with AI Describe what you need and get three checked versions to edit and save as drafts.