Using Text Message Templates

All Relate users can access and use text message template by following these steps: 

  1. In the side menu, under Conversations, click Message & Call.

  1. Open the Relate message composer by selecting an ongoing message chain, or by clicking the new message icon in the top right of the screen.
  2. Click Use a message template at the bottom of the screen.

  1. Choose one of the available options in the message templates drawer.

  1. The text of the selected template will be entered into the message composer, where you can edit, send, or schedule to send the message. 


  • Only administrators can create or delete message templates. Learn how to manage message templates here
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