Templates

 

Templates allow you to quickly send personalized messages to your contacts. To use a template, select the template icon underneath the message field.

Once you’ve selected your template, you’ll be prompted to fill in any custom merge fields.

 In the example below, {{name}}, {{time}} and {{installation_type}} are fill in the blanks. As you fill in the custom merge fields, the output section changes accordingly. When finished, select “OK”. You can then adjust your message further if needed and either send it immediately or schedule it for later.

To either view /edit a current template or create a new template, navigate to the “Templates” section in the left-hand menu.To edit a template, hit the light blue edit icon to the right of the template. 

Note: If you are unable to select the edit icon, it means a team member has shared that template with you, but not given you access to edit it.

Note: The “Safe to send without having full consent toggle” is an administrative setting. If your account has a compliance profile in place that is using safe templates, administrators can adjust this toggle to add a template to the account’s list of safe templates. 

In your message field, if you start typing either a template name or matching content from within a one of your pre-existing templates, you will be able to chose from a list of suggested templates. If you select a suggested template, the template will auto-fill into the message field. 

To add a new template, hit the + icon in the top right corner of the page. Name your template then draft your message. 

 You can use {{salutation}} as a smart merge field, and it will auto-fill information from the contact accordingly. We recommend using {{salutation}} because it will use what is in the “Salutation” field or from the “First Name” field if the “Salutation” field is left blank in the contact’s profile. 

E.g. “Hi, {{salutation}}. My contact card is attached. Please save it to your phone for future use.” 

In this sample template, the “Salutation” field automatically pulls from the contact’s saved salutation, “Mr. Roberts.” 

 

When creating a template, you put double curly brackets {{ }} around any word and it will become a fill-in-the-blank as you use your template.  You will know a custom merge field has been created because the word will show in blue in the preview section. You can also add attachments to your template that will be included when you send the template as a text. 

You can attach a file, contact card, contact exchange request, payment request, location request or form request to your template.

Note: The “Safe to send without having full consent toggle” is an administrative setting. If your account has a compliance profile in place that is using safe templates, administrators can adjust this toggle to add a template to the account’s list of safe templates.  

Once you save your template, be sure to share it with your team or other team members individually using the share icon. 

Note: You can toggle on “write access” to give other team members access to edit the template, or leave the toggle off, which gives your team members access to use the template but not edit it. 

In your message field, if you start typing either a template name or matching content from within a one of your pre-existing templates, you will be able to chose from a list of suggested templates. If you select a suggested template, the template will auto-fill into the message field. 

 If you find yourself typing a message frequently, you can select the more menu. under the message field and choose “Save as Template.”

Below is a comprehensive list of custom fields that will auto-complete when you use them in a template:

  • {{user_name}} will input the sending user’s name in Captivated.
  • {{salutation}} will input whatever is in the “salutation” field under the contact details section or the contact’s “First Name” field if nothing is in the salutation field.
  • {{account_name}} will input your business’ name in Captivated.
  • {{company_name}} will input whatever is in the “Company Name” field in a contact’s profile.
 

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