Message Templates

Create and save ready-to-go messages so you can reply to clients fast and keep things consistent. ✨

💡 What are Message Templates?

Message templates are pre-written messages you can use again and again. They help you save time and make sure your messages always sound professional.

You can use templates for:

• 📱 SMS text messages
• 📧 Email replies
• 💬 Chat responses
• 📣 Campaign messages
• 🤖 Automated messages

✏️ Creating a Template

To make a new message template:

1. Go to Settings → Message Templates
2. Click Create Template
3. Type a name for it (like "Appointment Reminder")
4. Pick the type (SMS, Email, or Both)
5. Write your message
6. Add any variables to make it personal
7. Click Save

📋 Template Types

📱 SMS Templates

Short messages made for texting:

Consideration	Guideline
Length	Try to keep it under 160 characters
Segments	Long messages get split up (and cost more)
Links	Use short URLs
Formatting	Plain text only — no fancy styling

📧 Email Templates

Nicely formatted emails:

Feature	Description
Subject Line	The email subject (can use variables)
Rich Text	HTML formatting with bold, links, etc.
Attachments	Add files to the email
Headers	Custom email headers
Footer	Your standard sign-off or signature

🔄 Universal Templates

These work for both SMS and email. Each channel gets its own version.

🏷️ Using Variables

Variables let you fill in each client's info automatically. When the message is sent, the placeholders swap in the real values.

👤 Client Variables

Variable	Description
	Client's full name
	Client's first name
	Client's last name
	Client's email address
	Client's phone number
	Client's address

📁 Case Variables

Variable	Description
	Name of the case
	What type of case it is
	The case's current status
	The case number
	When the court date is
	Who's assigned to the case

🏢 Company Variables

Variable	Description
	Your company's name
	Your company's phone number
	Your company's email
	Your company's address
	Your website link

📝 Task/Form Variables

Variable	Description
	A link to fill out a form
	The name of the task
	When the task is due
	A link to the client portal

📅 Date/Time Variables

Variable	Description
	Today's date
	The current time
	Tomorrow's date

🔧 Custom Field Variables

You can also use custom fields:

{{custom.field_name}}

💬 Example Template

Here's what a template looks like:

Hi {{first_name}},

This is a reminder about your upcoming appointment regarding your {{case_type}} case.

Please let us know if you need to reschedule.

Best regards,
{{company_name}}
{{company_phone}}

🗂️ Template Categories

Sort your templates into groups to stay organized:

Category	Example Templates
Welcome	New client greeting, signup confirmation
Reminders	Appointment, document, payment reminders
Updates	Status updates, case progress
Follow-up	Check-in messages, surveys
Administrative	Office hours, holiday notices
Legal	Disclaimers, consent requests

Creating Categories

1. Go to Message Templates
2. Click Manage Categories
3. Add new categories
4. Put templates into the right category