AllTalk Support : Creating and using Templates

A Template allows a user to have preset text messages they can use in their conversations.

 Instructions

1. Navigate to the Templates section and click on Add New

2. Add Template Name for easy lookup in conversations page

3. Create a shortcut - This will allow user to use EZ template activation in conversations page

4. Enter message - Compliance Considerations

   • Ensure templates follow A2P & 10DLC compliance:

     • Include opt-out instructions (e.g., “Reply STOP to unsubscribe”).

     • Add consent language if sending marketing messages.

   •  External Best Practices for Messaging Templates

     While AllTalk’s UI makes template creation easy, here are universal best practices:

     • Keep It Structured: Use clear headings and short paragraphs.

     • Personalize: Insert dynamic fields for names, dates, or account info.

     • Add Fallbacks: Ensure templates work even if some variables are missing.

     • Test Across Channels: SMS, email, and in-app messages may render differently.

     • Follow Opt-In Rules: Only send to users who have agreed to receive messages.

     • Quick Example

       Template Name: Appointment Reminder
       Message:

       Hi {FirstName},

       This is a reminder for your appointment on {AppointmentDate} at {Location}.

Note: User can add variable to the templates to pull information from the contact to enter into their template automatically. EX: First Name, Last Name, Zip code etc…

Click on the variable link {+} to add a variable. This will appear purple in the message content.

If the information is not in the contact, the variable will create a blank space.

6. To use a template, go to the conversations screen and select the contact user would like to message.

7. There are two ways to initiate a template in the conversation box.

   1. Click on the template button and choose template from list. (Search template based on name)

b. Use shortcut with backslash \templatename

Editing a Template

1. Select the template that needs to be edited

   • Edit parameters and then click the Save button Save to make the template live