Introduction
Text templates let you save messages you send often so your team can reuse them anywhere in SalesRevv, including the Inbox.
Finding Your Text Templates
Go to Marketing > Templates and select Text in the top-left corner.
Any text templates you've already created appear here. If you haven't created any yet, you'll see the option to create a new one.
If you're part of a brand, you can also browse templates your brand has created for you.
Creating a Text Template
Click New Template.
Name your template.
Write your message.
Click Save in the top-left corner.
While you write, you can:
Use variables: Personalize the message with details like the client's first name or upcoming class.
Check available fields: A quick reference below the message shows which fields you can add, such as waivers, depending on your business and booking system.
Track segments: See how many SMS segments the message uses.
Add emojis: Use the emoji icon.
Preview the message: See how it will look, including how it would read for a specific client.
Learn more: 📘 SalesRevv Training: Billing & Segments
Using Templates in the Inbox
Once saved, your template can be used anywhere, anytime.
In the Inbox, click the template icon to see all of your templates. Select one and it pulls right into your message.
You can also create a new template right from the Inbox.
Pro Tip: Save the replies your team sends most often, like class reminders or intro offer details, as templates. Your messages stay consistent and your team saves time.