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How To Create and Use SMS And Email Templates
Save time with reusable SMS and email snippets you can drop into workflows, conversations, and bulk actions inside BizStackPro.
Sending Messages Faster Without Rewriting Every Time
You may be sending similar messages over and over, but rewriting them each time slows you down.
Templates (snippets) allow you to create reusable messages for SMS and email so you can respond quickly and stay consistent.
Without templates, messaging can become inconsistent and take more time than necessary.
This guide will show you how to create and use templates so your communication stays efficient and organized.
Once you understand how templates work, follow the steps below to create, manage, and use them across workflows, conversations, and bulk actions in BizStackPro.
What Are Templates (Snippets)?
In BizStackPro, Snippets are reusable message templates for SMS and email. Instead of rewriting the same messages repeatedly, you create them once and reuse them wherever you send messages.
Step 1: Create an SMS or Email Template
- Go to Marketing > Snippets.
- Click Add Snippet and choose SMS or Email.
- Write your message and use the preview panel to review how it will look.
- Click Save.
Tip
Use clear names like Appointment Reminder, Welcome – New Lead, or Review Request so you can find the right snippet fast.
Step 2: Use Your Template in a Workflow
- Go to Automation > Workflows.
- Open your workflow and add or edit an SMS or Email action.
- Select your saved template from the dropdown list.
- Save the action, then publish/update your workflow.
Reminder: If you update a snippet later, double-check your workflow message output so your automation stays on-brand.
Step 3: Use Your Template in a Conversation
- Go to Conversations.
- Open a contact thread and click into the message box.
- Select your template/snippet.
- Make quick edits (if needed) and click Send.
Best practice
Keep your snippet “core message” consistent, then personalize the first line before sending for better replies.
Step 4: Use Your Template in a Bulk Action
- Go to Contacts and select the contact records you want to message.
- Click the SMS or Email bulk action icon.
- Select your saved template and edit if needed.
- Click Send (or schedule/drip, if available in your account).
Want faster follow-ups without rewriting messages?
Templates (Snippets) make it easier to stay consistent across your CRM, conversations, and automations.
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Frequently Asked Questions
How do I create an SMS or email template?
Go to Marketing > Snippets, click Add Snippet, choose SMS or Email, write your message, preview it, and save.
How can I use a template in a workflow?
Open Automation > Workflows, add or edit an SMS/Email action, then select your saved snippet from the dropdown.
How do I apply a template in a conversation?
Go to Conversations, open the contact, select a snippet, edit if needed, then send.
How can I use a template for a bulk action?
In Contacts, select records, click the bulk SMS or Email icon, choose a template, then send.
Speed Up Your Messaging
Create reusable snippets so you can send consistent messages across workflows, conversations, and bulk actions—without starting from scratch every time.
Save time. Stay consistent.
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