1. Why is my template not showing as an option when attempting to send a Campaign or Conversation?
Where a template can be used is determined by the designated "Message Type" during the template creation process.
Example: If wanting to create a template to be used when sending a "Campaign", the Message Type will need to be set as "Campaign" or "Conversations & Campaigns".
2. Am I creating the template in the correct spot?
In order for templates to display for all staff, it needs to be built under Manage Locations > select “...” for a specific location > select “Manage Templates”
If created under Manage Accounts > Manage Templates it will not pull correctly and would only be viewed by the primary account holder.
3. What are the available Message Types?
- Campaign templates - will be generated as an option when creating a campaign
- Conversations - will be generated as an option when sending one-on-one messages
- Conversations & Campaigns templates - will be generated as an option when sending one-on-one messages and a campaign
- Reminder and Follow-Up templates - will be generated as an option when creating an appointment for an individual. For ClubReady users, this template can be automated to deliver messages to individuals booked into group classes.
- Waitlist templates - will automatically deliver a message for clients or prospects moved from the waitlist into the group class.