On the sidebar menu, click on the Templates Icon

Once you get into Templates, click CREATE NEW TEMPLATE in the upper right-hand corner and a new screen will appear where you can give your template a name. This name won’t be seen by anyone receiving the texts, it is just to help you know which template you’ve selected.

Now that you’ve got your name, it’s time to write your message! To customize your message for each contact, you can use one of the three kinds of custom dynamic fields.

  1. Account Based Custom Fields (Your personal/company information)
  2. Contact Fields (Usually the name of the person who will receive the text)
  3. Contact Custom Fields (Any additional customer info. Example: Fav Product)

*Note: You can learn how to create Contact Custom Fields in our article on “How to Format your Contact List”

To add a custom field to your message, just click on the button with the name of the custom field to automatically insert it into your message.

Here is an example of how a customized message should look:

Hey {first_name}, this is {Your Name} from {Your Company}! We just started using a new texting service called Respond Flow and would love to send you updates on when we get a new shipment of {contact.favoriteproduct}. So make sure to save this number in your phone as {Your first name} from {Your Company}! If you ever want to stop receiving texts from us, just reply STOP to opt-out.

To add a link to your message, just copy and past it to the bottom of your template.

If you want to add a picture to your message, just drag and drop (or upload) a file into the box at the bottom and when you’re done click CREATE TEMPLATE.

Awesome! Now that we’ve crafted your message, it’s time to send it out with a Wave or a Flow!

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