Create a Conversation Message Template

Learn how to create and send a message template in the Ui.Marketing Business App that you get access to when you purchase Conversations AI.

Vivienne Duclos
23 steps
2 minutes

Navigate to your Ui.Marketing Business App.

Click "Conversations"

Click "More"

Click "Conversations Settings"

Scroll down and click "Customize templates"

As you can see, there are a few standard messaging templates already created. You can update these or create your own. To create your own, click "Create template"

Enter in the "Name" of your template

Enter in the templated message you'd like.

At any point, you can add dynamic content to your template like first name and last name. To do so, click on "{ }"

Click "Category"

Click "Contact details"

Click "Contact Details" again

Click "Contact first name" to add the dynamic variable to your message.

Click "Add"

You will see a preview of you message, including the dynamic variable, on the right hand side.

Click "Save" once you have completed your templated message.

To add this template to a message, click "Conversations"

Click "New message"

Search for the contact you want to send this message template to.

Click "+"

Click "Insert templated message"

Find the template you just created and click on it.

It will put the template into the message field. Click "Send"