Conversations

Text Templates

Text templates are reusable SMS messages shared across the account, so your team sends the same talk tracks. Merge tags fill in each prospect's details when you insert one.

Insert a text template

Conversations → open the prospect.
Click + (Message actions) → Templates. The Text Message Templates window opens.
Search by name or content, or narrow the list with My Templates, Private Only, or With Media.
Click a template. Its text (and any attached image or PDF) goes into the message box, with merge tags filled in.
Edit if needed, then send or schedule.

Templates are also available when you write a one-time send (Use Text Template).

Create a template

Open Templates from the composer and click New Template.
Enter a Template Name and the Template Body.
To personalize, choose a tag from Insert template tag... (see the list below). Tags show as chips in the body.
Optional: Upload Media to attach a GIF, JPEG, PNG, or PDF (up to 5 MB).
Optional: check Private template (only visible to me) to keep it to yourself.
Click Save Template.

Drag the handle in the Reorder column to change the order everyone sees.

Who can edit

Anyone who can send texts can create templates and use every shared template.
Admins and owners can edit or delete any template.
Managers and users can edit or delete only templates they created.
A private template is visible only to the person who made it.

Merge tags

Tag	Fills in
Prospect First Name, Last Name, Email, Phone, Company, Title	From the prospect record
Office Name, Office Address	The prospect's office
Manager First Name, Last Name, Phone, Email	The office manager (you may be asked to pick one if the office has several)
Upcoming Meeting Date, Upcoming Meeting Time	The prospect's next scheduled meeting
Virtual Meeting Room	Your personal meeting room link

If you use Virtual Meeting Room and don't have a room set up, HiringCenter won't insert the template until you create one. See Virtual Meeting Room.

Templates vs snippets

	Template	Snippet
Who it belongs to	The account (or you, if private)	You
Typical use	Shared talk tracks, with merge tags and media	Short personal shortcuts
Where	+ → Templates	+ → Insert text snippets

See Snippets.

Last modified on November 9, 2026

Schedule a Text or Email Email Templates

Insert a text template

Conversations → open the prospect.

Click + (Message actions) → Templates. The Text Message Templates window opens.

Search by name or content, or narrow the list with My Templates, Private Only, or With Media.

Click a template. Its text (and any attached image or PDF) goes into the message box, with merge tags filled in.

Edit if needed, then send or schedule.

Templates are also available when you write a one-time send (Use Text Template).

Create a template

Open Templates from the composer and click New Template.

Enter a Template Name and the Template Body.

To personalize, choose a tag from Insert template tag... (see the list below). Tags show as chips in the body.

Optional: Upload Media to attach a GIF, JPEG, PNG, or PDF (up to 5 MB).

Optional: check Private template (only visible to me) to keep it to yourself.

Click Save Template.

Drag the handle in the Reorder column to change the order everyone sees.

Merge tags

Tag

Fills in

Prospect First Name, Last Name, Email, Phone, Company, Title

From the prospect record

Office Name, Office Address

The prospect's office

Manager First Name, Last Name, Phone, Email

The office manager (you may be asked to pick one if the office has several)

Upcoming Meeting Date, Upcoming Meeting Time

The prospect's next scheduled meeting

Virtual Meeting Room

Your personal meeting room link

If you use Virtual Meeting Room and don't have a room set up, HiringCenter won't insert the template until you create one. See Virtual Meeting Room.

Template

Snippet

Who it belongs to

The account (or you, if private)

You

Typical use

Shared talk tracks, with merge tags and media

Short personal shortcuts

Where

+ → Templates

+ → Insert text snippets