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What are templates and how do I create one?
What are templates and how do I create one?

Create templates for frequently sent messages

Leigh Sevin avatar
Written by Leigh Sevin
Updated over a week ago

Applies to: All (Users, Managers, & Admins)

Templates can save you a lot of time if you’re sending the same message repeatedly, like thank-you notes or welcome messages. They are commonly-used pieces of content that you can insert into your messages to serve as a base layer for sending more tailored, personalized messages.

With Endear, you can add any of the elements of a regular message, such as text, images, attachments, products, & Stories into a template as well. Once you add a template to a message, you can keep editing the to make it feel more personal.

How do I Create a Template?

Solution Overview

  1. Click the Inbox module in the left menu.

  2. Click on Templates

  3. Click the New Template button in the top right corner.

  4. Fill out the Name, Template Type (E-mail or SMS) and what teams have access to the template and click Next

  5. Compose the message for your template. You can Add any Stories, images, or other enhancements as well

  6. Click Save

1. Click on Inbox

Step 1 screenshot

2. Click on Templates

Step 2 screenshot

3. Click on New Template

Step 3 screenshot

4. Fill out your Templates information and Click Next

Step 4 screenshot

5. Click on Save

Step 5 screenshot

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