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How do I see all my templates?
How do I see all my templates?

Access your templates from your Messaging module

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

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

You can easily access your templates from your Inbox module. Learn how to create templates.

1. Click on Inbox

Step 1 screenshot

2. Click on Templates

Step 2 screenshot

3. View your Templates.

Step 3 screenshot

From here, you can access all of your templates, divided into 2 sections:

  • Created By Me: Templates you've created.

  • Shared With Me: Templates created by others that have been shared with you.

You can also search for a template and filter your search by Type of messages or add more filters by clicking on More filters. You can filter your templates by Type (email or sms), Creator (the user who created the template), or Deleted (templates that your team has previously removed).

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