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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:

  1. 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.
  2. 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.