Marketing text message templates

Save time by creating and managing templates for your repetitive messages so you never have to copy and paste them again. Look for the templates icon wherever you can send a marketing text message in Easy Automations, Advanced Automations, or Broadcasts. 

Access Broadcast Text Message Templates

1. Create a new Text Broadcast
2. Click the Template button in the Message section
   
3. Select one of your templates from the list or click Manage templates to create, delete or update templates.
4. When you click on a template, it will be inserted into the message form and any merge fields used in your template will be filled upon sending. You can then customize the text as needed and click Review broadcast.
   

Access Easy Automation Text Message Templates

1. Create a new Automated Text Message in Easy Automations
2. Choose a template
   
3. When you click on a template, it will be inserted into the message form and any merge fields used in your template will be filled upon sending. You can then customize the text as needed.
   
4. From within the message creation, you can also access templates with the template icon
   
5. Select one of your templates from the list or click Manage templates to create, delete or update templates.
   
6. Click Done

Access Advanced Automation Text Message Templates

1. Create a new Automated Text Message in Advanced Automations
2. Click the template icon
   
3. Select one of your templates from the list or click Manage templates to create, delete or update templates.
4. When you click on a template, it will be inserted into the message form and any merge fields used in your template will be filled upon sending. You can then customize the text as needed.
   
5. Click Done

Manage Marketing Text Message Templates

1. Navigate to your Messages
2. Select a message
3. Click the Template button at the bottom of the message window
4. Select Manage templates to access the template manager
   

Create a New Marketing Text Template

1. Access the template manager with the steps under Marketing Text Message Templates
2. Click the plus sign button
   
3. Enter a Template Name and Body for your new template
4. When you're finished, click the Insert template button to use the new template or click the back arrow at the top of the template manager to return to your message. Your template will save automatically, indicated next to the Insert template button.

Update an Existing Text Message Template

1. Access the template manager with the steps under Manage Marketing Text Message Templates
2. Select the desired template
3. Edit the template name or body
4. When you're finished, click the Insert template button to use the updated template or click the back arrow at the top of the template manager to return to your message. Your template will save automatically, indicated next to the Insert template button.

Delete an Existing Text Message Template

1. Access the template manager with the steps under Manage Marketing Text Message Templates
2. Select the desired template
3. Click the trash bin button at the top of the template manager
   
4. Confirm that you would like to delete the template
   Note: You will not be able to delete the default templates provided by Keap
5. Click the back arrow at the top of the template manager to return to your message