Not a window cleaner? Where this guide says round, you'll see route. It works the same way. You can change the word in Settings, then Scheduling.
Before you start
Templates holds the wording of your automatic messages, your quick replies and messages you send often. Each has a text version and an email version. Green is your own wording; grey is the standard wording.
- Open Messages, then Templates.
- Open a template, or choose New template and give it a Name.
- Write the Text version and the Email version, with a Subject for the email. In the email, Bold, Link and List format the words.
- To fill in each customer's details, click in a box and choose a button such as + Customer's first name. It goes into the box you were last in.
- Check the Preview, then choose Save template.
What happens next
Words in braces, like {first_name}, are filled in for each customer. Every template can use first_name, full_name, business_name, business_phone, address and portal_link. The preview uses made-up details, never a real customer's.
Under the text, it says how many texts each customer gets. A long text counts as two or more, and emoji make each text shorter.
Turn off Send the text version and customers get the email instead, or the other way round. It saves straight away.
To undo your changes, choose Go back to the standard wording. Templates you made yourself can be deleted with Delete template.
Your own templates also show in Bulk message, under Start from a template (optional).
If something goes wrong
- “Give the template a name.”
- “Write a text version, an email version or both.”
- “Add a subject for the email.”
- “We don't know {…}. Use the buttons to add merge fields.”: a word in braces isn't one we can fill in. Use the buttons instead of typing it.
- The link to rate a visit only works in "done" messages: take {rating_link} out of other templates.
Who can do this
The owner and managers who can message customers.
Still stuck? Send us a message.