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?
Click the Inbox module in the left menu.
Click on Templates
Click the New Template button in the top right corner.
Fill out the Name, Template Type (E-mail or SMS) and what teams have access to the template and click Next
Compose the message for your template. You can Add any Stories, images, or other enhancements as well
1. Click on Inbox
2. Click on Templates
3. Click on New Template
4. Fill out your Templates information and Click Next
5. Click on Save
Still Need Help?
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