HelloSend’s Templates feature allows you to craft pre-defined messages with dynamic CRM field placeholders. These templates can be used across one-on-one messaging, automated workflows, and bulk campaigns to enhance efficiency and personalization.
Step 1: Navigate to Templates in HelloSend
- Open HelloSend and go to Settings.
- Click on Templates
- Select Add Template to start building your message.
Step 2: Enter Template Details
- Template Name(Friendly name): Assign a relevant name for easy identification.
- Choose Visibility:
- Team – Share the template with your team for uniform messaging.
- Private – Keep it for individual use.
- Select Module: Choose the CRM module (Leads, Deals, Contacts, etc.) where this template will be used.
- Field Mapping: All available fields from the selected module will be listed for personalization.
Step 3: Compose Your Personalized Message
- Type your message in the editor.
- Use dynamic placeholders (CRM fields) to insert contact-specific details automatically.
Example---2:
- Instead of: Hello, Flash Sale! Our End of the year sale is live. Avail 50% OFF! Ends in 24 hrs. Shop Now!
- Use: Hello {{person.first_Name}} {{person.last_name}}, Flash Sale! Our End of the year sale is live. Avail 50% OFF! Ends in 24 hrs. Shop Now!
- Click on a field to insert it as {{field_name}} in the message body.
Step 4: Save and Test Your Template
- Click Add to store the template.
To test:
- Go to Inbox in HelloSend.
- Choose the inbox contact.
- Select the newly created template.
- Enter a test recipient number and send a sample message.
Step 5: Using Templates for Personalized Messaging
Your saved templates can be applied across different messaging channels:
✔ One-on-One Messaging: Use templates while chatting with individual contacts for quick replies, follow-ups, or confirmations.
✔ Campaigns & Bulk Messaging: Send personalized SMS/MMS campaigns using pre-defined templates with dynamic fields.
✔ Automations & Workflow Messages: Trigger automated messages when specific CRM actions occur, such as new lead creation or status updates.
✔ Reminders & Notifications: Schedule messages for payment reminders, appointment confirmations, or customer follow-ups.
🔹 Benefits of Using Templates in HelloSend
- ⏳ Boost Efficiency – Avoid repetitive typing with pre-set messages.
- 🎯 Improve Accuracy – Minimize mistakes with structured messaging.
- 💬 Enhance Personalization – Dynamic fields ensure tailored communication.
- 🤖 Automate with Ease – Integrate seamlessly into your CRM workflows.
🎉 If everything works fine, your RingCentral SMS/MMS channel is now active! 🚀
Now, you can start sending SMS campaigns, automate messages, and manage conversations inside your CRM using RingCental via HelloSend.
Need help? Reach out to
assist@hellosend.com
