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How to Create Messaging Templates and Send them to Clients

In this video, we’ll walk you through how to go about creating an email or SMS template, as well as how to send them out clients easily.

Access your Outfitter Dashboard

  • Access Templates:

    • From your outfitter dashboard, go to Sales and Client Management → Templates.

      Create and Edit a New SMS Template - Step 1

  • Create New Template:

     

    Create and Edit a New SMS Template - Step 2

  • You can create a new template as either:

    • Email template

    • SMS/text message template

  • Templates are highly customizable.

Create and Edit a New SMS Template - Step 3

  • Text templates:

      • Add custom text

      • Include images if desired

      • Example: message for customers after they book

      • Save after editing

        Create and Edit a New SMS Template - Step 11

    • Email templates:

      • Layout options: multiple columns, navigation, buttons

        Create and Edit a New SMS Template - Step 16

      • Upload images from your computer or pull from outfitter page/listings

      • Use variables to auto-update certain text fields

      • Style templates and manage additional settings

        Create and Edit a New SMS Template - Step 23


    Create and Edit a New SMS Template - Step 24

  • Purpose of Templates:

    • Create as many templates as needed for various communications

  • Send Template to Client:

    • Go to your client list (all bookings or clients)

      Create and Edit a New SMS Template - Step 25

    • Select a client 

      Create and Edit a New SMS Template - Step 26

    • Click three dots → Message

      Create and Edit a New SMS Template - Step 27

    • Choose Email or Text

      Create and Edit a New SMS Template - Step 28

    • Select the corresponding template

      Create and Edit a New SMS Template - Step 30

    • Send message! Once you press send, you selected client will receive the template you created via email or text message, whichever option you chosse!