The Message Templates section provides a centralized space to create, manage, and organize message templates used across broadcasts. This feature simplifies and speeds up the content creation process, helping teams maintain consistency and reduce repetitive work.

The Message Templates are designed to simplify and accelerate the process of building engaging customer experiences. These message templates allow you to preconfigure key broadcast elements—such as design, content —so you can launch broadcasts faster, with greater consistency and minimal repetitive work.

Message Templates can be reused across multiple broadcasts, making them especially valuable for teams that run recurring or seasonal promotions. Ensure that your broadcast setup is streamlined, professional, and aligned with your business goals.

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MESSAGE TEMPLATE SCOPE

When message templates are used in the creation of broadcasts, all of the elements of the message template, as established within it, will be replicated in the broadcast as it is being configured.

To begin creating message templates, navigate to the Message Templates section using the icon in the left-hand navigation menu.

To open the Message Templates section, select the Message Templates icon from the navigation sidebar on the left.

The first time you access the Message Templates section, you’ll see a screen similar to the one below:

This area is divided into two parts:

1. Top Panel - This panel refers to the row of controls located at the top of the Message Templates screen. These controls help users manage and organize their templates more efficiently.

   Displays four controls:

   1. Search in Templates: A search bar that allows users to quickly find a specific message template by name.

   2. Sort templates visibility by: A dropdown menu to filter message templates based on their type (e.g., SMS, Email, WhatsApp, Automations).

   3. Categories: A dropdown for managing and selecting categories to classify message templates. It includes a "Manage Categories" option to create, edit, or delete message template categories. Only WhatsApp message templates cannot be categorized.

   4. New Template: Once the "New Template" button is clicked, it opens the message template builder, where users choose a channel and define the content.

      The following links will take you to the specifics of how to create each type of message template for broadcasts:

      • SMS Message Template

      • Email Message Template

      • WhatsApp Message Template

2. Template Display Area – This is where all your message templates appear once they’re created. Message Templates of the same type are grouped in rows, forming a matrix structure. New message templates are automatically added to the next available slot within their corresponding row.

   

Manage Categories

The Categories feature in the Message Templates section allows you to organize your message templates more efficiently by grouping them under custom labels or classifications.

The Categories dropdown box will initially display the Manage Categories option by itself.

Selecting it will take you to the section where you can begin defining categories for your message templates.

As your message templates are being created, they can be classified according to your own needs: tailor-made categories you have selected to use with message templates. The process of creating categories is:

1. Start creating a category by entering a name for your new category (e.g., Holiday Offers, Transactional, New Promotions).

2. Once a name is entered, the Add Category button will be enabled.

3. Click Add Category to save it.

4. Repeat the process to add more categories as needed.

These categories will then appear in the Categories dropdown of the Message Templates main view, making it easier to filter and manage message templates by type or purpose.

A Sample Manage Categories table is shown in the following screenshot. At the far right of each table entry, there are two action icons, edit and trash can, to give those two options to act upon.

Manage Message Templates

If you wish to preview, make a change, or delete an existing Message Template, you can hover over each message template, which turns it grey to display three action icons: the eye, edit, and trash can icons.

Upon clicking the eye icon, a preview screen of the message template appears with multiple facilities, depending on the broadcast type selected.

The other two icon actions are self-evident. The edit and trash can icons allow you to edit the message template or delete it.

If the edit icon is selected, it will open the message template section for that particular message template type with its current content so that it can be modified accordingly.

If the trash can icon is selected, CPaaS will display the following confirmation dialog box.

In the picture below, the left side shows a preview for “standard” type messaging (SMS, Email), and to its right, a preview version for automation.

Again, under the eye icon, the possible actions within the preview window are dependent on the message template type, where the “standard” versions offer the possibility to modify basic information such as:

• Sender
• Personalized fields,
• Clone or edit the message template
• A close-up preview of the message template’s content