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Create Text Campaign Templates

    Create custom reusable templates for your text campaigns.

    Before you begin: You must be set up as a user and be assigned the admin or manager role.
    1. Sign in to our GoTo desktop/web app.
    2. From Engage > Campaign Templates, select+ Add Template.
      Note: To edit existing templates, select the desired template to edit its contents.
    3. Enter a Name for the template.
    4. Write the message you want for this template. Variables and emojis are supported.
      Note: To edit company and contact variable information, navigate to Engage > Settings > Variables
    5. Review the message for accuracy. Then select Save.
    What to do next: Use your template in your text campaigns.
    Tip: A text campaign can be created directly from the template by using the megaphone icon to the right of the template.