Creating Messaging Templates in Clientbook Retail
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SW

Shaun Wright

Created Mar 28, 2024

Creating Messaging Templates in Clientbook Retail

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Clientbook Retail

14 Steps
1

Click on Messaging

Click on Messaging
2

Click on Templates

Click on Templates
3

Here you can see the list of templates in your account

Here you can see the list of templates in your account
4

To Create a New Template Click on "Add Template"

To Create a New Template Click on "Add Template"
5

This icon determines WHEN a template will be available

I recommend as getting started to get your templates under "General". This will allow the template to be available whenever we are messaging a client

This icon determines WHEN a template will be available
6

These are options where that you can select

Again, recommend as you get started to have reminders under "general"

These are options where that you can select
7

Here you can craft you template

Here you can craft you template
8

These are merge fields you can utilize

Here you can input the client name, an associate name and a reference for your store.

These are merge fields you can utilize
9

You can select an image to a template as well

If you do, make sure your image is a PNG or JPG, and around 600KB for best deliverability across all carriers.

You can select an image to a template as well
10

Click on Save to complete you template!

Click on Save to complete you template!
11

You can also edit a template that is already made by clicking into the message

You can also edit a template that is already made by clicking into the message
12

And then craft the message to be your stores language

And then craft the message to be your stores language
13

You can also delete a template if you don't want it there

You can also delete a template if you don't want it there
14

Confirm here to delete a template

Confirm here to delete a template
Well done!
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