How do I see all my templates?

Access your templates from your Messaging module

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

1. Click the Messaging module from the left menu.

2. Click the Templates tab. 

Template Overview

From here, you can access all of your templates, divided into 3 sections:

  • Created By Me: Templates you've created.
  • Shared With Me: Templates created by others that have been shared with you.
  • All Templates: All templates for this location.


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).