How to use Message Templates

How to manage my templates?

Creating a Message Template can help in multiple ways:

  • A default set of information that will serve the purpose.
  • Pre-approved information that will not require multiple edits.

SMS-Magic allows you to create SMS, MMS, and WhatsApp templates that can be used while sending Bulk, Single, or Automated messages.

You can view the defined Message Templates in the side menu.

Message Templates Menu

On the Message Template List view page, you can view the list of message templates with information such as the template name, template text, type of template, channel, label, and the date when the templates were last modified.


Search Field

Search template

Users can enter the Template Name, Template Text, and Channel in the Search field to search for any message template.


Filters

Template filters

Here, users can apply filters by template type, channel, and template label to view the respective templates.

Template Type Filter

Template Type Filter

For Template Type, the user can filter by Automation, Campaign, or Conversation.

Channel Filter

Channel Filter

For Channel Type, the user can apply SMS or WhatsApp filters.

Template Label Filter

Template Label Filter

For Template Label, the user can apply filters based on the labels which have been created (e.g., Conference, Job search, Marketing, Retention, and Welcome).

Created By Filter

Created By Filter

In Created By, the user can filter by choosing templates created either by themselves or others.

Managing Actions

  • Click on Clear Filter to clear all applied filters.
  • Click on the icon Menu icon and the following options will appear:

Menu Options

  • Click on the template to launch the Details view. The following page will appear:

Template Details