Manage Messages templates

Managing Messages templates involves tasks like renaming, cloning, setting permissions, and deleting templates. Efficient template management keeps your library organized and ensures admin users have access to the right templates for their messaging needs.

Templates are the framework of each of your messages, allowing you to send messages that are consistent in look, feel, and layout. Learn more in the article, "Templates overview."

This article will show you how to manage some of the primary tasks you'll need to perform with your templates. 

In this article

• Create a new template
• Delete an existing template 

Create a new template

To create a new template, use the green Create Template button on the Templates screen.

Give the template a unique name and select an existing template to base your new template off of. Choose Blank if you want to start completely fresh, and then click Next to edit the template.

Refer to Create a Messages template for complete instructions on setting up a template.

Save the template with the Save or Update button in the bottom-right corner of the template editor. Remember to save frequently, as there is no auto-save feature.

Delete an existing template 

Delete a template by first opening up your template and then clicking on the trashcan icon, either on the bottom-right corner of the template editor, or next to each template's title on the Templates screen (under its thumbnail).