Workspace Templates allow individual workspace owners and delegates to create a custom library of text message templates. Workspace Templates are only available within the workspace where they’re created. Published templates are available on Yext Desktop, the Mobile app, and in Salesforce Embedded Relate. To learn more about using your templates in Embedded Relate, see Workspace Templates for Embedded Relate.
To create a Workspace Template:
- In the side menu, under Conversations, click My Templates.
- In the top-right, click New Template.
- Add a unique name and template text (1600 characters maximum) in the template composer. Then click Save and Publish.
- Published templates are listed in the Published Templates tab.
Draft Templates
You can also save a template as a draft, and edit and publish it later. Draft templates can be found by going to My Templates, then selecting Draft Templates in the top menu.
Draft Templates
Deleting Workspace Templates
To delete a Workspace Template:
- In the side menu, under Conversations, click My Templates.
- Click the delete icon in the top-right corner of the template that you would like to delete.
- Click Delete in the confirmation popup.
NOTE:
- A maximum of 20 templates can be created.
- Templates can contain URLs, but no attachments such as images or PDFs.
- Published 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.
- Some organizations have not enabled Text Message Templates.