Text Message Templates - Creating & Editing

Leverage SMS templates to save time and ensure professionalism when communicating with applicants.

Creating a Template

There are two ways to create a template:

1. When you are writing a message to an applicant you can create a template by clicking ‘Select a template (optional)’ and then selecting ‘+ Create New Template’. Make sure the template has a Name and Message body.


2. You can also create a template by going to the SMS Templates page in the Settings menu and clicking ‘Create New’ tab, as long as you have permission to access account settings.


Once a template is created, it will be available for use by all users within your account. If you have a Corporate // Location hierarchy, templates created in the Corporate account will be available to your Location account(s).

Editing a Template

To edit an existing SMS Template, start by clicking the ‘Hi [Your Name]’ button in the upper, right hand corner of your account. Select ‘Settings’ from the dropdown menu.

Next, click on the ‘SMS Templates’ tab on the Settings page. Click the ‘Edit’ button next to the template you wish to make changes to. Make sure to save your changes!


Archiving a Template

If you no longer wish to use a template you can archive it. This won’t delete it completely, but it will move it out of the list of templates that you see when sending messages to applicants.

To archive click on the ‘Hi [Your Name’ button in the upper, right hand corner of your account and select ‘Settings’ from the dropdown menu. Go to the SMS Templates tag on the Settings page and click ‘Archive’ next to a template.

If you would like to move an archived template back to active, just click on the Archived list and click ‘Unarchive’.


Last Updated: 8/20/2018

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