Create text templates

General
1

Is there a way to create a text template that I can send someone thanks

2

Hi @DjGeekusa!

Yes, you can create a text template in Gigbuilder CRM! Here’s a quick overview of how to do it:

  1. Navigate to Scheduled Text Messages: Go to the SMS Templates section.
  2. Click ‘New’: This will allow you to create a new template.
  3. Fill in the Basic Settings: You’ll need to set an internal name for your template, choose the message status (enabled or disabled), and select the recipient(s) (like the client or venue).
  4. Set Send Criteria: Choose the event type, event status, timing, and trigger point for when the message should be sent.
  5. Compose Your Message: You can write your message (up to 160 characters) and use the Insert Token feature to personalize it with dynamic data.

If you need more detailed guidance or assistance with specific steps, feel free to ask!

– Ashley, Gigbuilder Support