{"id":740,"date":"2026-10-12T08:39:06","date_gmt":"2026-10-12T13:39:06","guid":{"rendered":"https:\/\/realdialer.com\/help\/crm-templates\/"},"modified":"2026-10-12T15:08:54","modified_gmt":"2026-10-12T20:08:54","slug":"crm-templates","status":"publish","type":"rd_doc","link":"https:\/\/realdialer.com\/help\/crm\/crm-templates\/","title":{"rendered":"Write email and text templates"},"content":{"rendered":"<h2>What it is<\/h2>\n<p>Templates are the wording you reuse, with details like the contact&#8217;s first name filled in for you by merge fields. Sequences, click to text and booking reminders can use them.<\/p>\n<h2>Where to find it<\/h2>\n<p>CRM &gt; Templates<\/p>\n<h2>Steps<\/h2>\n<ol>\n<li>Press <strong>Email template<\/strong> or <strong>Text template<\/strong>.<br \/>\n<figure class=\"rd-shot rd-shot-howto\"><img decoding=\"async\" src=\"https:\/\/realdialer.com\/blog\/wp-content\/uploads\/2026\/10\/realdialer-help-howto-crm-templates-1.webp?v=1791835734\" alt=\"Press Email template or Text template\" width=\"1440\" loading=\"lazy\" \/><figcaption>Press Email template or Text template<\/figcaption><\/figure>\n<\/li>\n<li>Give it a name and pick what it is <strong>Used for<\/strong>.<\/li>\n<li>For email, write a <strong>Subject<\/strong>.<\/li>\n<li>Write the <strong>Message<\/strong>. Click a merge field below the box, such as First name or Your first name, to drop it where the cursor is.<\/li>\n<li>Add a fallback with a pipe, like {{contact.first_name|there}}, so a blank record still reads well.<\/li>\n<li>Pick a contact under <strong>Preview<\/strong> to see the message filled in for them.<\/li>\n<li>Press <strong>Save template<\/strong>.<br \/>\n<figure class=\"rd-shot rd-shot-howto\"><img decoding=\"async\" src=\"https:\/\/realdialer.com\/blog\/wp-content\/uploads\/2026\/10\/realdialer-help-howto-crm-templates-2.webp?v=1791835734\" alt=\"Write the subject and message, add merge fields, then Save template\" width=\"1440\" loading=\"lazy\" \/><figcaption>Write the subject and message, add merge fields, then Save template<\/figcaption><\/figure>\n<\/li>\n<\/ol>\n<h2>Good to know<\/h2>\n<ul>\n<li>A text template holds up to 160 characters, which is one text.<\/li>\n<li>The preview warns about blank fields, unknown fields and fields that are written wrong.<\/li>\n<li>Use the chips All, Email, Text and Archived, plus the search box, to find templates.<\/li>\n<li>Everyone on the account can read templates. Only the person who wrote one, or an account owner, can change it.<\/li>\n<li>Archive keeps a template out of the way without deleting it. Deleting does not change anything already sent.<\/li>\n<li>Brand Kit fields, like your licence number, are in the merge field list too.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Templates are the wording you reuse, with details like the contact&#8217;s first name filled in for you by merge fields. Sequences, click to text and booking reminders can use them.<\/p>\n","protected":false},"featured_media":2024,"menu_order":0,"template":"","meta":{"_rd_doc_route":"\/crm\/templates","_rd_doc_source_id":"crm-templates","_rd_doc_checked":"2026-10-12","_rd_doc_meta_description":"Templates are the wording you reuse, with details like the contact's first name filled in for you by merge fields. Sequences, click to text and booking reminders can use them.","footnotes":""},"rd_doc_category":[19],"class_list":["post-740","rd_doc","type-rd_doc","status-publish","has-post-thumbnail","hentry","rd_doc_category-crm"],"_links":{"self":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/740","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc"}],"about":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/types\/rd_doc"}],"version-history":[{"count":3,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/740\/revisions"}],"predecessor-version":[{"id":2026,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/740\/revisions\/2026"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media\/2024"}],"wp:attachment":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media?parent=740"}],"wp:term":[{"taxonomy":"rd_doc_category","embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc_category?post=740"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}