This article covers how to use marketing text message templates in Keap™, including accessing templates in Broadcasts, Easy Automations, and Advanced Automations, and how to create, update, and delete templates. Marketing Text Message Templates are stored separately from Email Templates and Keap Business Line Text Templates.

Note: Broadcast Text Message Templates and Advanced Automation Text Message Templates are stored in separate template libraries. A template created in one location is not available in the other.

Access Templates in a Text Message Broadcast

1. Create a new Text Message Broadcast.

2. Select the Template button in the Message section.

   

   The screenshot above shows the Template button in the Text Message Broadcast message composition screen.

3. Select a template from the list to insert it, or select Manage templates to create, update, or delete templates.

   

   The screenshot above shows the template selection panel in the Text Message Broadcast with the Manage templates option.

4. After selecting a template, it is inserted into the message field. Merge fields in the template are filled automatically when the message is sent. Customize the text as needed, then select Review broadcast.

   

   The screenshot above shows a template inserted into the broadcast message field with the Review broadcast button.

Access Templates in an Easy Automation Text Message

1. Create a new Automated Text Message in Easy Automations.

2. Select Template from the message setup options.

   

   The screenshot above shows the template option in the Easy Automation text message setup screen.

3. Select a template from the list to insert it into the message field. Merge fields in the template are filled automatically when the message is sent. Customize the text as needed.

   

   The screenshot above shows a template inserted into the Easy Automation text message field.

4. Templates can also be accessed from within the message composition screen using the template icon.

   

   The screenshot above shows the template icon in the Easy Automation message composition toolbar.

5. Select a template from the list, or select Manage templates to create, update, or delete templates.

   

   The screenshot above shows the template selection panel in the Easy Automation message editor.

6. Select Done to apply the template.

Access Templates in an Advanced Automation Text Message

1. Create a new Automated Text Message step in Advanced Automations.

2. Select the template icon in the message composition screen.

   

   The screenshot above shows the template icon in the Advanced Automation message composition screen.

3. Select a template from the list, or select Manage templates to create, update, or delete templates.

   

   The screenshot above shows the template selection panel in the Advanced Automation message editor.

4. After selecting a template, it is inserted into the message field. Merge fields in the template are filled automatically when the message is sent. Customize the text as needed.

   

   The screenshot above shows a template inserted into the Advanced Automation text message field.

5. Select Done to apply the template.

Access the Template Manager

The template manager is used to create, update, and delete marketing text message templates. Access it using the following steps:

1. Navigate to Messages.

2. Select a message.

3. Select the Template button at the bottom of the message window.

4. Select Manage templates to open the template manager.

   

   The screenshot above shows the Manage templates option in the message window template menu.

Create a New Marketing Text Message Template

1. Open the template manager using the steps in the Access the Template Manager section above.

2. Select the plus button to create a new template.

   

   The screenshot above shows the plus button in the template manager used to add a new template.

3. Enter a template name and the message body for the new template.

   

   The screenshot above shows the new template creation screen with the name and body fields.

4. After completing the template, select Insert template to use it immediately, or select the back arrow at the top of the template manager to return to the message without inserting it. Templates save automatically — the save status is displayed next to the Insert template button.

   

   The screenshot above shows the Insert template button and the automatic save status indicator in the template manager.

Update an Existing Text Message Template

1. Open the template manager using the steps in the Access the Template Manager section above.

2. Select the template to update.

3. Edit the template name, message body, or both.

4. After editing, select Insert template to use the updated template immediately, or select the back arrow to return to the message. Templates save automatically — the save status is displayed next to the Insert template button.

Delete an Existing Text Message Template

1. Open the template manager using the steps in the Access the Template Manager section above.

2. Select the template to delete.

3. Select the trash bin icon at the top of the template manager.

   

   The screenshot above shows the trash bin icon in the template manager used to delete the selected template.

4. Confirm the deletion when prompted.

   Note: Default templates provided by Keap cannot be deleted.

   

   The screenshot above shows the deletion confirmation prompt in the template manager.

5. Select the back arrow at the top of the template manager to return to the message.

Frequently Asked Questions

What does this article cover?

This article covers how to use, create, update, and delete marketing text message templates in Keap across Broadcasts, Easy Automations, and Advanced Automations.

Are Broadcast templates and Advanced Automation templates the same?

No. Broadcast Text Message Templates and Advanced Automation Text Message Templates are stored in separate libraries. A template created for a Broadcast is not available in Advanced Automations and vice versa.

Can default Keap templates be deleted?

No. Default templates provided by Keap cannot be deleted. Only templates created by the account user can be deleted.

Are template changes saved automatically?

Yes. Changes to a template are saved automatically while editing. The save status is displayed next to the Insert template button in the template manager.