Using SMS and email templates in automations within TheraSaaS allows for efficient communication with prospects and clients, and it simplifies updating messages across multiple automations. This guide shows how to use templates in your automations step by step.
When you need to change a message (e.g., for a new promotion or policy update), update the SMS or email template once and the changes apply across all automations using that template.
Templates help ensure consistent messaging across your communications with prospects and clients.
Save time by using the same templates in multiple automations, without copy-pasting or re-creating the same message in different workflows.
To tweak a template, go to the template editor (found in the Marketing section under Emails or SMS) and make your changes. They'll apply to all automations that use the template.
In future automations, you can create brand new templates from scratch if your communication needs change.
Using SMS and email templates in your TheraSaaS automations simplifies sending and managing communications with prospects and clients. Whether you're updating messages or keeping communication consistent, templates are an efficient solution — simply select the appropriate template within your automation, and you're ready to go.
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