Compliance & Best Practices

📱 SMS Compliance

Templates can help you follow the rules for texting clients:

🚫 Opt-Out Instructions

Always include a way for people to stop getting texts:

Reply STOP to unsubscribe.

🏷️ Sender Identification

Let people know who's texting them:

This is {{company_name}}.

⚖️ TCPA Compliance

TCPA is a law about text messages and phone calls. Here's how templates help:

📧 Email Best Practices

✍️ Subject Lines

📝 Email Structure

A good email layout looks like this:

Hi {{first_name}},

[Main message content]

[Call to action if applicable]

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

🎨 HTML Formatting

📚 Template Library

Kayse AI comes with ready-made templates you can use right away:

Available Templates

Using Library Templates

1. Go to Message Templates
2. Click Template Library
3. Look through the templates
4. Click Use This Template
5. Change it to fit your needs
6. Save it to your templates

🔄 Bulk Template Updates

Change many templates at the same time:

Find and Replace

1. Select the templates you want to update
2. Click Bulk Edit
3. Type the text you want to find
4. Type what you want to replace it with
5. Preview the changes
6. Hit apply

Variable Updates

When variable names change:

1. Update the variable names
2. Templates update automatically
3. Or run a bulk find-and-replace

✅ Best Practices

• Keep it short — Respect your clients' time with brief messages
• Personalize — Use variables so messages feel personal, not generic
• Test first — Send test messages before using them in campaigns
• Review often — Update templates to keep the info fresh
• Stay organized — Use categories so you can find templates fast
• Track results — See which templates get the best responses
• Follow the rules — Always include opt-out and company name
• Match your tone — Write in a way that fits your brand
• Include a next step — Tell clients what they should do next
• Proofread — Double-check for typos before saving