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# 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.

![image](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-07T13:03:35.090Z/user-guides/all-about-conversive/messaging-templates/how-to-use-message-templates/image.png "image")

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

![image](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-07T13:04:20.307Z/user-guides/all-about-conversive/messaging-templates/how-to-use-message-templates/image.png "image")

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

---

## Filters

![image](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-07T13:04:51.552Z/user-guides/all-about-conversive/messaging-templates/how-to-use-message-templates/image.png "image")

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

### Template Type Filter

![image](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-07T13:05:48.739Z/user-guides/all-about-conversive/messaging-templates/how-to-use-message-templates/image.png "image")

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

### Channel Filter

![image](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-07T13:06:51.880Z/user-guides/all-about-conversive/messaging-templates/how-to-use-message-templates/image.png "image")

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

### Template Label Filter

![image](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-07T13:08:54.022Z/user-guides/all-about-conversive/messaging-templates/how-to-use-message-templates/image.png "image")

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

![image](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-07T13:09:29.488Z/user-guides/all-about-conversive/messaging-templates/how-to-use-message-templates/image.png "image")

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 3dots

  and the following options will appear:

  ![image](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-07T13:11:41.424Z/user-guides/all-about-conversive/messaging-templates/how-to-use-message-templates/image.png "image")

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

  ![image](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-07T13:12:37.226Z/user-guides/all-about-conversive/messaging-templates/how-to-use-message-templates/image.png "image")