How to create text message templates

Speed up communication with Text Message Templates. Create reusable messages and send them to contacts through WhatsApp, Telegram, and iMessage.


Text message templates are available on the Business and Max plans. Upgrade here.


In this article:

Create text message templates
Use text message templates
Add Variables to Text message templates


Create text message templates

1
Open any contact and click on the dropdown arrow for the phone number → select your handler.

OnePageCRM contact page | phone number dropdown


💡 Select the corresponding handler to send a message:

  • WhatsApp
  • Telegram
  • iMessage

2
In the new text message pop-up, click on + New template.

New text message pop-up | select + New template


3
Add in the text for your message template and name it → click on Save template.

New template | Add text and name | click on Save template


💡 You can save up to 1,000 templates.

💡 To apply formatting to your WhatsApp template, place the symbols (* for Bold and _ for Italic) at the beginning and end of your message. Telegram requires double symbols (**, __) at the beginning and end.

💡 Template formatting is not applicable for iMessage.



Use text message templates


1
Open the contact you want to message and click on the dropdown arrow for the phone numberSend message.


💡 For Telegram, you must pre-login to the Web or Desktop to use it.

💡 Select the corresponding handler to send a message:

  • WhatsApp
  • Telegram
  • iMessage

2
Type a text message or select a template → send it to your connected handler (WhatsApp, Telegram, iMessage).


💡 To apply formatting to your WhatsApp template, place the symbols (* for Bold and _ for Italic) at the beginning and end of your message. Telegram requires double symbols (**, __) at the beginning and end.

💡 Template formatting is not applicable for iMessage.



Add Variables to Text message templates

Adding variables is a simple way of personalizing your text messages.


While creating a new or editing an existing template → click on Value → choose from the dropdown → click Save.


💡 First name appears as [contact.firstname,fallback=], Last name appears as [contact.lastname,fallback=], etc.

💡Variables have a fallback option for you to add.

E.g., "Hi [contact.firstname,fallback=there]", means that if there is no contact first name, it will default to Hi there.


You can choose from the following:

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us