How to Create a Text Template in Gail
Text Templates allow you to save and reuse SMS messages for outreach campaigns. Follow the steps below to create your own template.
1. Navigate to Outreach
- From the left-hand menu, click on Outreach.
2. Open Text Templates
- At the top of the Outreach page, select Text Templates.
3. Create a New Text Script
- Click the + Create Text Script button in the top-right corner.
4. Enter Template Details
Once the “Create Text Script” box appears:
- Name: Enter a name for your template.
- This is only for visibility inside your account and will not be shown when the text is sent.
- Message: Type the message you want to send.
- You can include links (to websites, forms, appointment schedulers, etc.).
- Use variables (e.g., type
@
to insert customer-specific details) for personalization. - The message length cannot exceed 1599 characters.
5. Save Your Template
- When you’re finished, click the Create Script button.
✅ You have now successfully created a text template!
Your new template will appear in the Text Templates list, ready to be used in your outreach campaigns.