1. Log in to app.connectionincorporated.com
2. In the navigation bar on the left-hand side, select Marketing > Text & Email Templates
3. Select the green Add Template button in the right-hand corner
4. Select whether you want to create a Text Template or an Email Template
5. Create your SMS Template
6. Click Save
Note that you have the option to test out your text template at the bottom of the screen
7. Create your Email Template
8. Click Save
Note that you have the option to test out your email template at the bottom of the screen
9. The screenshot below shows you an example of what your Templates will look like after they're saved. At any time, you are able to edit these templates or delete them.
You have a couple of ways to send out your Email and/or Text Templates. This next step will walk you through the ways you are able to send them.
10. In the navigation bar on the left-hand side, select Conversations
11. Select the contact you wish to send your Template to
12. At the bottom of the page, select the Template icon
13. Select your Template > Use Template
14. This will automatically pull your template into the text box below
15. Another way to send your Template is by going into the Contacts tab in your CRM
16. Once the contact is opened, look for the Template icon at the bottom of the page
17. Select your Template
18. Use Template
19. This will automatically pull in your template into the text box