Creating and Using Templates in HelloSend for Personalized Messaging

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---1:‍

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.

Click Add to store the template.

Step 4: Preview and Send a Test Message

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.

Conclusion

HelloSend’s Templates feature empowers teams and individuals to streamline their communication by creating reusable, personalized messages tailored to each contact. Whether you're engaging in one-on-one chats, running automated workflows, or managing large-scale campaigns, templates ensure consistency, accuracy, and a personal touch in every message. By leveraging dynamic CRM fields, you not only save time but also enhance the effectiveness of your outreach. Start using HelloSend templates today to transform your messaging into a more efficient, automated, and personalized experience.

🎯 Benefits of Using Templates in HelloSend