Quick Answer
How do you create and use SMS and email templates in BizStackPro?
Go to Marketing → Snippets, click Add Snippet, choose SMS or Email, create the message, preview it, and save. You can then reuse the saved snippet inside workflows, Conversations, and supported bulk SMS or email actions.
What Templates and Snippets Do
Rewriting the same messages repeatedly can slow down routine communication and make wording less consistent.
In BizStackPro, Snippets are reusable message templates for SMS and email.
Instead of rebuilding the same message each time, you can create the core message once and reuse it wherever supported.
Saved snippets can be used in workflows, individual conversations, and bulk contact actions.
Create once and reuse
A well-named snippet gives you a reusable starting point while still allowing you to make edits when a particular message needs additional personalization.
Templates at a Glance
Before You Begin
Decide what reusable messages you need and where those messages will be used before creating snippets.
- Sign in to your BizStackPro account.
- Decide whether the message should be an SMS or email snippet.
- Write the core message you want to reuse.
- Choose a clear name that will make the snippet easy to find later.
- Consider where the snippet will be used: workflows, Conversations, or bulk actions.
- Plan to review the message before sending or activating automated use.
Step 1: Create an SMS or Email Template
Create the reusable message first so it is available when you need it elsewhere in BizStackPro.
Open Snippets
Go to Marketing → Snippets.
Add a Snippet
Click Add Snippet.
Choose SMS or Email
Select the appropriate message type for the reusable template.
Create the Message
Write the message you want to reuse and use the available preview to review how it will appear.
Save the Snippet
Click Save when the message is ready.
Use recognizable snippet names
Names such as Appointment Reminder, Welcome – New Lead, or Review Request can make the correct snippet easier to find later.
Step 2: Use Your Template in a Workflow
Insert a saved snippet into an SMS or email action inside a workflow.
Open Workflows
Go to Automation → Workflows.
Open the Workflow
Open the workflow you want to update.
Add or Edit the Message Action
Add or edit an SMS or Email action.
Select the Saved Template
Choose your saved snippet from the available dropdown list.
Save and Update the Workflow
Save the action and then publish or update the workflow as needed.
Review automated messages after template changes
If you update a snippet later, double-check the message output in the workflow so the automation still produces the wording you expect.
Step 3: Use Your Template in a Conversation
Use a saved snippet as a starting point when messaging an individual contact.
Open Conversations
Go to Conversations.
Open the Contact Thread
Select the contact conversation and click into the message box.
Select the Snippet
Choose the saved template or snippet you want to use.
Personalize if Needed
Make any message-specific edits before sending.
Send the Message
Review the final message and click Send.
Keep the core message consistent
Use the snippet for the reusable part of the message, then personalize the opening or other details when appropriate.
Step 4: Use Your Template in a Bulk Action
Apply a saved snippet when sending a supported SMS or email bulk action to selected contacts.
Select the Contacts
Go to Contacts and select the records you want to message.
Choose SMS or Email
Click the appropriate bulk SMS or Email action.
Select the Template
Choose your saved snippet and make edits if needed.
Send or Configure Delivery
Send the message, or use available scheduling or drip options when those features are available in your account.
Template Best Practices
Frequently Asked Questions
How do I create an SMS or email template?
How can I use a template in a workflow?
How do I apply a template in a conversation?
How can I use a template for a bulk action?
Continue Learning
Continue learning how to use snippets, conversations, and bulk contact messaging with these related Help Center guides.
