Use ready-made templates to save time
Save favorite templates for quick reuse in new campaigns.
1. Access the Templates Area
In the platform's sidebar menu, click on "Templates".
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View all saved templates
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Edit or delete existing templates
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Create new templates to use in your campaigns
2. Create or Edit Template
2.1. Email Template
How to create:
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Click on "New Template"
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Select the type "Email"
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Define a descriptive name (example: Welcome Client)
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Fill in the fields:
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Email subject
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Message body, using dynamic fields like
{name}for personalization
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Example message:
“Hello {name}, we would like to know about your experience. Please answer our survey!”
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Click on "Save"
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Use the "Preview" function to check how the template will be displayed
2.2. SMS Template
How to create:
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Click on "New Template"
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Select the type "SMS"
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Define a clear name (example: Post-sale Survey)
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Write the message with up to 160 characters, including the survey link
Important: Longer messages can be divided into multiple SMS. Avoid using accents or special characters to ensure better delivery.
Example message:
“Hi {name}, can you rate your service? Answer here: {short_link}”
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Click on "Save"
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Use the "Preview" function to review the content before use.