- From the Dashboard, click on Templates.
- Click on "+Create Template" .
- Type your template title and the message contents:
Then click 'Save'.
*Note that in the body of the message you can use the following contact information placeholders (or merge tags):
- ${contact.name} - combined first and last name of the contact
- ${contact.firstname} - first name of contact
- ${contact.lastname} - last name of contact
- ${contact.address} - the address line of the contact
- ${contact.city} - the city of the contact
- ${contact.state} - the state of the contact (two letter)
- ${contact.zip} - the zip code of the contact
- ${account.vcard.companyname} - the VCard Company Name field. Falls back to ${account.name}
- ${account.vcard.fullname} - the VCard Name field. Falls back to ${account.contact}
- ${account.vcard.email} - the VCard Email field. Falls back to ${account.email}
When the message is processed, the placeholders will be replaced with the corresponding fields in the contact record.
**To create a message, with a template, scheduled in the future--see this article:
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