How to use SMS & email templates in automations?

Using SMS and email templates in automations within TheraSaaS allows for efficient communication with prospects or clients and simplifies the process of updating messages across multiple automations. Below is a clear step-by-step guide on how to utilize these templates in your automations:

1. Access Automations

1. Log in to TheraSaaS:

   • From the dashboard, navigate to the Automations section in the main menu.

2. Select an Automation:

   • Choose an existing automation or create a new one.

   • For example, select an automation related to a form submission like "New Client Form Submission."

2. Set Up SMS Templates

1. Add an SMS Step:

   • Inside the automation, look for the step where you want to send an SMS (e.g., when a new prospect fills out a form).

   • Click on the SMS action in the automation workflow.

2. Select an SMS Template:

   • Instead of writing a new SMS message from scratch, click on the Select Template option.

   • If you already have SMS templates created, you can simply choose the appropriate one from the list.

3. Create a New SMS Template (if needed):

   • If there are no templates in your account (as shown in the example), you can either:

     • Create a new template for SMS messages.

     • Save it for future use across other automations.

3. Set Up Email Templates

1. Add an Email Step:

   • In the automation workflow, click on the Email action where you want to send an email to the prospect or client.

2. Select an Email Template:

   • Similar to the SMS templates, click Select Template to choose a pre-designed email template from your library.

   • You can also preview or edit the email before sending it.

3. Use a Template for Multiple Automations:

   • By using email templates, you can make future updates across multiple automations easily.

   • For example, if you need to change the content of the email, you only need to update the template, and it will automatically apply to all automations using that template.

4. Benefits of Using Templates in Automations

• Streamlined Updates: When you need to change a message (e.g., for a new promotion or policy update), you can simply update the SMS or email template, and the changes will apply across all automations using that template.

• Consistency: Templates help ensure consistent messaging across your communications with prospects and clients.

• Efficient Setup: You save time by using the same templates in multiple automations without needing to copy-paste or re-create the same message in different workflows.

5. Additional Notes

• Editing Existing Templates: If you want to tweak a template, simply go to the template editor (found in the Marketing section under Emails or SMS), make the necessary changes, and those will apply to all automations that use the template.

• Creating New Templates: In future automations, you can create brand new templates from scratch if your communication needs change.

Summary

By integrating SMS and email templates in your TheraSaaS automations, you simplify the process of sending and managing communications with prospects and clients. Whether it's updating messages or ensuring consistent communication, using templates is an efficient solution. Simply select the appropriate template within your automation, and you're ready to go!