Email and SMS templates are here to help you speed up your communication processes without losing your personal touch with each person you connect with.

If you find yourself repeatedly sending the same information in an email or text, that's when you know it is time for a template. After all, nobody likes re-creating the wheel.

Setting up and using your own personal email templates is a breeze.  Follow these steps to create as many templates as you need:

  1. Profile Icon > Settings > SMS Templates or Email Templates

  1. Click on the blue plus icon.

  2. Type your email or text message. Don't forget to use your merge tags to personalize the message.

  3. Use the checkbox if you want to Share with Team.

  4. Click Save.

Now the next time you send an email or SMS you will see the option to use a template. Use the drop down to insert a template directly into your email or text message

Pro-Tip: Save your name and contact info as an SMS Template that you can use as a signature anytime you text someone for the first time.

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