Message templates allow users to save time when sending the same message to different clients. Only administrators can create Organization Templates, which are then available to all users within an org. Individual users can't create Organization Templates, they can edit admin-created Organization Templates before sending.
Supervision and archiving of message templates follow each organization’s existing compliance settings for one-to-one conversations.
Organization Templates are available in Yext Desktop, the Yext Mobile apps for iOS and Android, as well as Embedded Relate for Salesforce.
Creating Organization Templates
Follow these steps to create Organization Templates in the Administrator view.
- In the side menu, click Templates.
- Click the New Template button in the top right of the screen.
- Add a unique template name and template text (1600 characters maximum) in the template composer.
- Click Save and Publish to make the template available for use, or click Cancel to discard the template. You can also save your templates as a draft by clicking the more options icon next to Save and Publish.
Deleting Message Templates
Follow these steps to delete a message template in the Administrator view.
- In the admin-view’s side menu, click Templates.
- Click the delete button in the top-right corner of the template that you would like to delete.
NOTE:
- A maximum of 20 templates can be created.
- Templates can contain URLs, but no attachments such as images or PDFs.
- Organization Templates are accessible the entire org, and they cannot be restricted by hierarchy.
- Templates cannot be edited. If a template needs to be changed, it must first be deleted and then recreated with edited text.
- Deleted templates cannot be viewed or retrieved.
- Learn how to use message templates here.