Text Anywhere - using templates

Text Anywhere allows you to set up templates which you can use when sending messages.  A template is useful if you regularly need to send the same message.   

 

Set up a template

  1. From the TextOnline tab, select New Template from the left hand menu.  
  2. Name your template, and then add any text that you want to include.  You can include column references, e.g. %C02%, if you plan to use the template with TextCampaign. When you send a message based on a template you will be able to edit the text as needed.
  3. Select Add  then select Continue if you are happy with your template.

 

Using templates

You can use templates in both TextOnline and TextCampaign.

  • TextOnline. To use a template in TextOnline just select the correct template when you start your message.   You can then edit the text as needed.
  • TextCampaign. To use a template in TextCampaign:
    • Follow the steps to upload your file and identify the columns that you want to use.
    • Select the template that you want to use in the next stage. 
    • If you have included column references in your template, check that these match the correct columns in your uploaded file.