In most businesses there are often messages that you frequently send people. Heymarket templates streamline your communication by allowing you to reuse messages, saving time and reducing errors.

Creating a Template

1. Select Templates from the left navigation bar of the Heymarket app.
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2. Click Create Template
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3. Assign your Template a Name (note: the title is only visible to you)
4. Enter text and add media to the template.
5. Heymarket can automatically insert the first name or other customer fields of the contact(s) for whom the template is intended. This can be done by using double curly bracket notation {{first_name}}.
   1. If a contact does not have a first name, this will be omitted.
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6. Click Save to save your Template.

Sending a Template as a Message

1. Navigate to a chat.
2. Click the Templates button.
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3. Select any of the templates listed.
4. Heymarket will insert it into the message. You can edit the message before sending it.

Sending a Template from an Automation

Templates can be sent from Automations by following these steps:

1. Navigating to https://app.heymarket.com/automations/new
2. Selecting Send a Message as the action
3. Selecting the Template from the dropdown
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Template Shortcuts

To access templates without clicking on the Templates icon, you can also simply type "/" which will trigger our template shortcut feature. You can search all Templates by template name and by using the up/down arrow keys. Select the template you want by clicking or pressing enter. 

Templates in the chat selector are sorted by most recently sent or updated across the entire team.