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    User Guide | Text message template quick start guide for Salesforce®

    USER GUIDE| Text message template Quick Start

    Once your team produces and save a template with a clear name assignment that describes its purpose, employees can click and apply to anyone on a one-to-one or bulk message conversation.

    Send a templated message or survey from the field with this icon:  .

    Then, either send it right away or schedule it for another time.


    Want to learn more? 

    Request a demo

    If you are you a current client and need help getting started, please reach out to your dedicated Client Success Manager or connect with us here. >>


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