Create Text Campaign Templates

Create custom reusable templates or select one of our pre-defined templates to make campaign messaging a breeze.

Before you begin: You must be set up as a user and be assigned the manager role.

Sign in to our GoTo desktop/ web app.
From Engage > Campaigns, select the Templates tab.
Select what you would like to do:
- To add a new template, select Add Template located in the top right of the page.
- To use an pre-defined template, select the desired template from the option list.
  Note: Category filters are available to help narrow down the template choices.
Enter a Template Name.
Write and/or modify the message.

Note: To edit company and contact variable information, navigate to Engage > Settings > Variables.
Select a Category.
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.

Article last updated: 18 January, 2024

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