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Templates keep outbound messages consistent. New Template button

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Open The Template Form

  1. Open Connect360.
  2. Go to Templates.
  3. Click New Template.
Template details form

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Fill Details

Add a clear name, description, and identifier. Use identifiers like welcome_message, order_ready, or delivery_follow_up. Choose the messaging app and channel type the template belongs to. Add tags when staff need to find templates by purpose.

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Continue To Content

After details are ready, build the message content and preview it before saving.