How to Set a Template For Bulk Messaging

The Key Steps

  1. Click the Communication dropdown in your left-hand navigation menu on your backend dashboard.
  2. Click Bulk Messages in the dropdown menu. 
  3. Click the Templates button in the top-right next to the green New Bulk Message button.
  4. Click the green New Template button in the top-right.
  5. The menu on the right will allow you to customize the template with the following tabs:
    1. Content Tab - You can drag and drop the content blocks you'd like in the email template
    2. Blocks Tab - You can select the format in which you'd like the blocks to be displayed through the template.
    3. Body Tab - You can change style settings like Text and background color, alignment, font and font weight, etc.
  6. Click the green Save button once you have the template set. 

Here is a video walking through these steps and examples of how to set up a template: