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
The template editor with name, channel, purpose, business type, the variable chips, the Japanese and English boxes and the check list.

Steps

  1. Open Campaigns › Message templates and press “New template” (or “Edit” on one of your templates).
  2. Enter the “Template name”, choose the “Channel” (SMS or chat), the “Purpose”, the “Business type” and, for non-marketing purposes, the “Kind of message”.
  3. Write the Japanese and English text. Click a variable such as {customer_name} to put it at the cursor.
  4. Read the check under the text: fix every “Must fix” item; “Add the opt-out line” adds it for you.
  5. Press “Save as draft”, or “Save and make active” (owners, admins and managers).

Settings on this screen

SettingWhat it doesDefault
Template nameRequired, up to 120 characters.—
ChannelSMS or chat.SMS
PurposeConfirmation, 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 typeYour kind of business, or Other.Not chosen yet
Kind of messageService 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 textUp 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.

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