How Do I Create a Text Template?

1. Go to Library → Templates, select New template, select Blank template, then choose Text template.
2. Replace Untitled Text Template with a name that makes its use clear.
3. Write the message and use Insert variable for supported record data.
4. Use Attach files only when you want supporting files included. They are added as download links at the end of the message, and anyone with the link can open them.
5. Select Save template.

Before using a template for outreach, test it with a representative contact and verify your organization’s sending identity, recipient consent, and message content meet your compliance obligations. Do not assume a fixed character limit, delivery cost, or carrier behavior from this guide; those depend on the sender, recipient, content, and carrier.

See Templates to manage your templates and Inbound Response Workflows for form- or event-driven follow-up.