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Message templates let you save your best-performing email and SMS copy once and reuse it everywhere in Revenue Sol. Instead of rewriting the same appointment confirmation or follow-up from scratch, you build a template with personalization variables and drop it into campaigns, automations, or a manual reply in seconds.

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Why use templates

Templates keep your messaging consistent across your whole team and every channel. They reduce typos, speed up replies in the unified inbox, and make sure customers always get the same polished tone whether the message comes from you, a dispatcher, or an automation.
Templates work alongside your AI Employee and Knowledge Hub. Templates give you exact, controlled wording for repeatable messages, while the AI handles open-ended conversations.

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Create a template

1

Open the templates area

Go to your messaging settings and choose to create a new template. Pick whether it’s an email or SMS template, since the editor and length limits differ between channels.
2

Name it clearly

Give the template a descriptive name like “Appointment confirmation” or “Quote follow-up” so your team can find it quickly later.
3

Write the message

For email, add a subject line and body. For SMS, keep it concise to avoid splitting into multiple segments, which can increase carrier costs on your connected Twilio or RingCentral number.
4

Insert variables

Add personalization variables (merge fields) where you want customer or business details to appear automatically.
5

Save and reuse

Save the template. It’s now available to select anywhere messages are sent.

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Personalization variables

Variables pull live data from a contact, job, or your business profile and fill it in when the message is sent. Common variables include the customer’s first name, your business name, appointment date and time, and links such as a quote or payment link.
Always include a fallback or double-check that the data exists. If a contact has no first name on file, a greeting like “Hi first_name” can look broken. Keep variable usage to fields you reliably collect.
When a message goes out, every variable is replaced with that recipient’s real values, so a single template produces a personalized message for each customer.

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Where templates are used

Campaigns

Select a template as the starting point for SMS or email campaigns, including A/B test variants.

Automations

Trigger templated messages from recipes and workflow triggers, like sending a confirmation when a job is booked.

Manual replies

Insert a template into a conversation in the unified inbox, then edit before you send.

Reminders

Use templates for appointment reminders and on-the-way notifications.
In every case the template is a starting point. You can edit the text after inserting it, so you keep speed without losing the ability to add a personal touch.

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Best practices

  • Keep SMS short and front-load the important details; long messages split into multiple segments billed at carrier cost.
  • Always include an opt-out path in marketing SMS to stay compliant.
  • Test a template by sending it to yourself before using it in a live campaign.
  • Review templates periodically so dates, offers, and links stay current.
SMS marketing in the US is subject to carrier and TCPA rules. Make sure recipients have consented and that promotional templates include clear opt-out language.

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FAQ

No. Email templates have a subject and richer formatting, while SMS templates are plain text with strict length considerations. Create a version for each channel.
The variable is replaced with whatever data exists on the contact. Missing fields can leave gaps, so only use variables for data you reliably collect, and proofread before bulk sends.
Team members with the appropriate permissions can manage templates so the whole team shares consistent, approved messaging.
Need help building your first set of templates? Reach out to Infinite Rankers LLC at contact@infiniterankers.io.

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Next steps

SMS & email campaigns

Send templated broadcasts with A/B testing to your contacts and segments.

Automations

Build trigger-based workflows that send your templates automatically.

Unified inbox

Reply to calls, texts, email, and web leads from one conversation view.