Message templates
Keep SMS and chat templates for your type of business: start from a sample, build your own library, or draft with AI.
Where to find it
Campaigns › Message templates
Open this screen
Steps
- Open 📣 Campaigns › Message templates.
- Switch between “My templates” and “Samples”, and narrow the list with the search and the Business type, Channel, Language and Purpose filters.
- On a sample press “Use as my template” to copy it into your library as a draft.
- Press “New template” to write one, or “Create with AI” to get three drafts.
- On your own templates use “Edit”, “Duplicate”, and (owners, admins and managers) “Make active”, “Make draft” and “Delete”.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Counts | Your templates, Active, Samples and Business types. | — |
| My templates / Samples | Your organisation's templates, or the read-only samples in Japanese and English. The page opens on your own templates once you have some. | Samples |
| Search templates… | Matches the name and the text. | — |
| Business type / Channel / Language / Purpose | Filters the list. | All |
| Make active / Make draft | An active template is offered in the inbox and campaign composers; a draft is not. Managers only. | — |
| Delete | Removes the template after a confirmation. Messages already sent are not changed. Managers only. | — |
Troubleshooting
I cannot make a template active or delete it.
Only an owner, admin or manager can; the server answers “Only an owner, admin or manager can make a template active or delete it.”
“This organisation has reached its limit of 300 message templates.”
Delete templates you no longer use, then save again.
Tips
- Samples are examples: check the words before you use one.
Good to know
- A template only fills the message box in the inbox or a message campaign. Nothing is sent from this page.
- Texts (SMS) are not sent until an operator turns SMS sending on.
Related how-tos
- 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.
- Draft templates with AI Describe what you need and get three checked versions to edit and save as drafts.
- A template cannot be saved Fix the “Must fix” items the template check finds.
- Write a new message campaign Switched off until an operator turns it on Choose who receives it, how replies are handled and the message, then save it as a draft or send it when sending is on.
- Inbox and Inquiries Work through every message and phone inquiry from your customers in one list, so nothing is missed.