Skip to content

Message templates

Create and manage reusable message templates for faster, consistent outreach.

Manage templates

From Messages, open Templates (or Manage templates / Advanced editor) to create reusable content your team can send quickly.

  • Keep templates short and specific to a stage (new enquiry, inspection reminder, follow-up)
  • Use clear names so automations and teammates pick the right one
  • For WhatsApp, follow Meta template approval rules in the provider guide

Next step

Connect email, SMS, and WhatsApp and communicate from one workspace.

More Messaging guides →

Related guides

  • Unified messaging inbox

    Unified messaging inbox for agency email, SMS, and WhatsApp — plus soft-federated OTA (Channex) threads in Messages when you have channel access.

  • Send a message

    Send email, SMS, or WhatsApp from Messages, a stay, a guest, a lead, or other contact surfaces when the channel is connected.

  • Connect a messaging provider

    Connect email, SMS, or WhatsApp under Settings → Messaging & Delivery so the unified inbox can send and receive.

  • Meta WhatsApp

    Connect WhatsApp Business via Meta Embedded Signup in Zyelra, map Meta-approved templates, and receive signed webhooks.

  • Actions and waits

    Define what an automation does and insert Wait steps between actions when timing matters.