Introduction
Templates in SalesRevv are a quick and convenient way for staff to send consistent messages. They can be used in campaigns or in your day-to-day inbox, helping save time and keep communication clear.
What Templates Do
Allow staff to create reusable text messages for campaigns or inbox replies.
Speed up communication by avoiding repetitive typing.
Provide consistency across your team’s outreach.
Are not AI-driven and are not connected to stacks — they are purely staff tools.
Creating and Managing Templates
Access templates from your inbox or when building a campaign
Look for the template icon > Book with book mark icon
Create a new template by:
Giving it a name.
Writing the body text.
Adding emojis or variables (e.g., first name, last name, business name).
The system will show character count and segments so you know message length.
Reminder: emojis and links affect segment counts.
Manage templates by:
Editing existing templates (open, revise, and save changes).
Deleting templates you no longer need.
Searching by title if you have multiple templates.
Pro Tips
Use templates for frequently sent texts (e.g., confirmations, reminders, follow-ups).
Keep template names clear and descriptive so they’re easy to find later.
Watch segment counts: longer templates, emojis, and links will lead to a higher segment count.
Regularly review templates to keep them fresh and aligned with your brand voice.