Using Text Message Templates

Message templates allow users to save time when sending the same message to different clients. All Relate users can use text messages templates that have been created by their organization's administrators. Individual users cannot create their own templates, they must use the templates created by their admins.

Learn how to access and use text message templates 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. 

Note:

  • Some organizations have chosen to disable the text message templates feature. If you do not see the Use a Message Template button at the bottom of your screen, then your organization may have disabled this feature. If you would like to enable it, then please reach out to your administrator. 
  • Administrators can learn how to create and manage their text message templates here.
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