Messenger Bot – SMS/Email Templates – Broadcasting Part 3

SMS/Email Templates

To get started with SMS/Email sequence, you’ve to create SMS & Email Templates to create SMS & Email Sequence campaigns. But to do this you need to go to the Broadcasting menu and choose Email or SMS Broadcasting. Then this screen will show. you will find two blocks named SMS Template and Email Template.

Messenger Bot - SMS/Email Templates - Broadcasting Part 3 1

SMS Template

For the SMS template section, click on the New template button then a modal will appear. Create SMS Templates by providing information.

Messenger Bot - SMS/Email Templates - Broadcasting Part 3 2

Email Templates

For the Email templates section, click on the New template button then a dropdown will appear with two choices:

Rich text editor

Messenger Bot - SMS/Email Templates - Broadcasting Part 3 3

Create SMS or Email Templates by providing information.

Messenger Bot - SMS/Email Templates - Broadcasting Part 3 4

Also, you can see the existing templates in the table from where you can view, edit and delete templates.

Messenger Bot - SMS/Email Templates - Broadcasting Part 3 5

Drag & Drop

Messenger Bot - SMS/Email Templates - Broadcasting Part 3 6

For the drag & drop, we have 4 templates that you can use:

  1. No sidebar (wide)
  2. Left sidebar
  3. Right sidebar
  4. Both sidebar

 

Messenger Bot - SMS/Email Templates - Broadcasting Part 3 7

No sidebar (wide)

This is how your workspace on building your template would look like.

Messenger Bot - SMS/Email Templates - Broadcasting Part 3 8

On the right part, you will see the drag and drop elements that you can use such as:

  1. Text
  2. Image
  3. Link
  4. Divider

There are sets of a button on the lower left of the workspace page. starting from left to right we have Layout options, Save and Quit, Save template, and Preview.

Messenger Bot - SMS/Email Templates - Broadcasting Part 3 9
Layout options

Here, you can see the settings of your template layout. You can change its background color and height sizes per section. These are the following sections:

  1. Layout would be the background of your template. You can also change the outline of your template by changing the 2nd color to where you can see the cursor.
  2. Header section is the first layer of the template as shown. You can change the background color and height here.
  3. Content section is the second layer of the template as shown. You can also change the background color and height here.
  4. Footer section is the third layer of the template as shown. You can also change the background color and height here.
Messenger Bot - SMS/Email Templates - Broadcasting Part 3 10

Saved & quit

Saved & quit means saving your work and will be exited on the workspace. When you click Save and quit, this modal will appear, type in your template name and template subject then click OK.

Messenger Bot - SMS/Email Templates - Broadcasting Part 3 11

Save template

Save template will be simply saving your template and still can continue building it, this notification is what it will show you after.

Messenger Bot - SMS/Email Templates - Broadcasting Part 3 12

Preview

Preview means previewing the overall design o your template when generated.

Messenger Bot - SMS/Email Templates - Broadcasting Part 3 13

Now, you have to learn that each element that you placed on your template are editable and have functions like:

  1. Copy, this is for duplicating your element.
  1. By clicking and holding this at the same time, you can drag this up and down to move its place on the template.
  2. X is for deleting the element.
  3. Pen icon is when you want to edit the element. Each element has its different ways of customization that you can play with:
Messenger Bot - SMS/Email Templates - Broadcasting Part 3 14
  1. Image – you need to upload your desired image, next insert image SRC (source) which is the place where your image is saved, it will be shown automatically after you save your edit by clicking the check icon. this is how it will show. Type the link here where you want to be redirected whenever the image is clicked by users.
Messenger Bot - SMS/Email Templates - Broadcasting Part 3 15
  1. Divider – You can change its color by typing the HTML color code or choose your color randomly on the color gradient.
Messenger Bot - SMS/Email Templates - Broadcasting Part 3 16
  1. Text – It can be customized by choosing the options above while typing your texts on the text box.
Messenger Bot - SMS/Email Templates - Broadcasting Part 3 17
Messenger Bot - SMS/Email Templates - Broadcasting Part 3 18

The next template would be the left sidebar. the following image is how it will look like:

Messenger Bot - SMS/Email Templates - Broadcasting Part 3 19

Click on the right sidebar and you can now create and edit your template.

Messenger Bot - SMS/Email Templates - Broadcasting Part 3 20
Both sidebars

Last, click on Both sidebars and you can now create and edit your template.

Messenger Bot - SMS/Email Templates - Broadcasting Part 3 21

Also, you can see the existing templates in the table from where you can view, edit, and delete templates.

Messenger Bot - SMS/Email Templates - Broadcasting Part 3 22

Related Articles

10 Best Free Email Marketing Software

10 Best Free Email Marketing Software

Email marketing is a very effective way to communicate with customers, but not all of us have the time or budget for expensive software. Luckily, there are plenty of great free email marketing tools that you can use to keep your campaign running smoothly and...

read more
MMS vs SMS: What’s the Difference?

MMS vs SMS: What’s the Difference?

MMS vs SMS are two different types of text messages that have been around for a long time, but what are the differences? What do they mean? And how can you tell which one is being sent to you? We will answer these questions in this blog post.   Text messaging has...

read more