How to create Texting Templates in the BlueCloud Busines

Using Templates - BlueCloudUSA Business Texting Desktop

Use templates to save recurring messages or replies that contacts will receive. 

 

Creating a template

  1. You will find the option to create a template when typing a message, creating an appointment reminder, or sending text alerts. Simply start by typing a few characters and the option will appear. When you're ready to save your template, click "Save as."

    Image_2018-12-11_at_12.14.22_PM.png
  2. A pop-up screen will appear. Give your template a name then click "Create Template."
    Image_2018-12-11_at_12.17.37_PM.png

 

Using a template

  1. You will find the option to use a template you've created when sending a message, creating an appointment reminder, or sending text alerts. Simply start by clicking the "Select Template" drop-down.

    Image_2018-12-11_at_12.30.00_PM.png
  2. Select your desired template. 

    Screen_Shot_2018-12-11_at_12.33.59_PM.png
  3. The content of the template will appear in your message.
    Image_2018-12-11_at_12.39.19_PM.png

 

Updating, saving a new, or deleting a template

  1. Follow the previous steps above of "Using a template."
  2. When adding or removing the content of your template, you will find three options to the right:
    - Update: This will update the template with the content that was added or removed.
    - Save as: This will create a new template.
    - Delete (trash icon to delete template.): This will delete the template.
    Image_2018-12-11_at_12.54.10_PM.png

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