Create Message Templates

Templates keep your messages consistent. Email and SMS templates can include merge fields, like a contact's first name, that fill in automatically. Audio templates are greetings and announcements played on calls.

Create an SMS Template

1. Visit redbeltgym.com.
2. Sign in to your account.
3. Click Setup in the left-side menu.
4. Under Communication, click Templates.
5. Click the SMS tab. The tabs show how many templates of each type you have. Click a template to see it in the Preview on the right, or use Search SMS templates.
6. Click Create SMS template.
7. Enter a Template title.
8. Type the Message. Click a field under Click to insert, such as First name, to add a merge field, or click + more for others. The counter shows how many characters you've used; messages over 160 characters are sent as 2 texts.
9. Check the Preview, which uses a sample contact, then click Save template.

Create an Email Template

1. On the Templates page, click the Email tab, then click Create email template.
2. Enter a Template title and a Subject line.
3. Write the email under Content. Use the toolbar for headings, bold, italics, links and lists, and click a field under Click to insert to add a merge field.
4. Optional: click Attach a file to attach a PDF, JPG or PNG (up to 4 MB).
5. Check the Preview, then click Save template.

Add an Audio Template

1. On the Templates page, click the Audio tab, then click Upload audio.
2. Enter an Audio title, such as "Front desk greeting", and an optional Description.
3. Under Type, choose:
   • Upload audio: drag an MP3 or WAV file (up to 5 MB) into the box, or click browse.
   • Record audio: record a greeting in your browser (up to 2 minutes).
4. Click Save, or Save & add another.

Use audio templates as call greetings in Communication Setup. See our article on managing phone numbers and call settings.

Edit or Delete a Template

Click the pencil next to a template to edit it, or click the three dots for more options, such as deleting it.