This article covers how to use, create, update, and delete text message templates for the Keap™ Business Line. Templates save time by storing frequently used messages for quick reuse. The templates icon appears wherever a text message can be sent in Keap.

To use text message templates, the Keap Mobile app must be installed and a Keap Business Line must be set up. Text message templates are stored separately from Email Templates.

Access Text Message Templates

1. Navigate to Comms, then select Calls and Texts.

   

   The screenshot above shows the Calls and Texts view in the Keap Comms section.

2. Select an existing conversation or start a new message.

   

   The screenshot above shows the conversation list in the Keap Calls and Texts view.

3. Select the Template button in the message composer.

   

   The screenshot above shows the Template button in the Keap text message composer.

4. 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 Keap text message composer.

5. 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 Send.

   

   The screenshot above shows a template inserted into the Keap text message composer.

Access the Template Manager

The template manager is used to create, update, and delete 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 Keap message window.

Create a New 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 Keap template manager.

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.

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 Keap template manager.

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 Keap 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 access, create, update, and delete text message templates for the Keap Business Line.

Can templates be accessed outside of a contact record?

Yes. Text message templates can be accessed from any area of the Keap app where a text message can be sent. Select the Template button at the bottom of the message window to access saved templates and the template manager.

Can merge fields or booking links be used in text message templates?

Yes. Merge fields can be inserted using the (#) button at the bottom of the message window. A calendar button is also available for quick access to appointment booking links.

The screenshot above shows the merge field and calendar booking link buttons in the Keap text message composer.