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In a nutshell: Create reusable email and SMS templates to save time and ensure consistent messaging across your communications.

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What are Message Templates?

Message templates are pre-written messages that you can use as starting points for your communications. They help you maintain consistency, save time, and ensure important information is always included in your messages.

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Key Features

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Template Management

  • Create custom templates for your specific needs
  • Edit existing templates to keep them current
  • Copy templates to create variations
  • Delete unused templates to keep your list clean

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Template Categories

  • Welcome messages for new members
  • Class reminders for upcoming sessions
  • Promotional content for special offers
  • General announcements for club updates

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Content Types

  • HTML templates with rich formatting
  • Plain text templates for simple messages
  • SMS templates for mobile communications
  • Email templates for detailed content

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Creating Templates

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Basic Template Setup

  1. Go to Messaging → Templates
  2. Click Add Template
  3. Enter template name and description
  4. Choose content type (HTML or text)
  5. Write your template content
  6. Save the template

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Template Content

  • Subject line for email templates
  • Message body with your content
  • Placeholder variables for personalization
  • Rich formatting for HTML templates

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Template Variables

Use these placeholders in your templates:
  • {{contact.name}} - Recipient’s name
  • {{contact.email}} - Recipient’s email
  • {{club.name}} - Your club name
  • {{club.address}} - Your club address
  • {{class.name}} - Class name (if applicable)
  • {{class.date}} - Class date (if applicable)

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Template Categories

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Welcome Messages

  • New member onboarding templates
  • First class welcome messages
  • Membership confirmation emails
  • Getting started guides

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Class Reminders

  • Upcoming class notifications
  • Class cancellation alerts
  • Waitlist notifications when spots open
  • Class change announcements

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Promotional Content

  • Special offers and discounts
  • New class announcements
  • Event invitations
  • Membership upgrades

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General Announcements

  • Club updates and news
  • Policy changes notifications
  • Holiday hours announcements
  • Maintenance alerts

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Using Templates

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In Message Composition

  1. Start composing a new message
  2. Select a template from the dropdown
  3. Template content automatically fills in
  4. Customize the content as needed
  5. Send or schedule your message

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Template Customization

  • Edit subject lines for specific campaigns
  • Modify content to match your needs
  • Add personal touches to make it unique
  • Keep the template structure for consistency

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Template Management

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Editing Templates

  1. Click Edit on any template
  2. Modify the content as needed
  3. Update the name or description
  4. Save changes to update the template

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Copying Templates

  1. Click Copy on any template
  2. Template opens with “(Copy)” in the name
  3. Modify the content for your new template
  4. Save as a new template

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Deleting Templates

  1. Click Delete on any template
  2. Confirm deletion in the dialog
  3. Template is permanently removed
  4. Cannot be undone

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Template Best Practices

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Content Guidelines

  • Keep templates concise and to the point
  • Use clear, friendly language that matches your brand
  • Include all necessary information in the template
  • Test templates before using them widely

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Organization Tips

  • Use descriptive names for easy identification
  • Group similar templates by category
  • Update templates regularly to keep them current
  • Remove unused templates to avoid confusion

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Personalization

  • Use template variables for personalization
  • Test with real data to ensure variables work
  • Keep personalization natural and not forced
  • Balance personalization with template efficiency

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Template Examples

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Welcome Email Template

Subject: Welcome to {{club.name}}!

Hi {{contact.name}},

Welcome to {{club.name}}! We're excited to have you as a new member.

Your membership includes:
- Access to all our facilities
- Free classes and workshops
- Member-only events
- 24/7 facility access

We're located at {{club.address}} and open 24/7 for your convenience.

If you have any questions, don't hesitate to reach out!

Best regards,
The {{club.name}} Team

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Class Reminder Template

Subject: Reminder: {{class.name}} tomorrow at {{class.time}}

Hi {{contact.name}},

This is a friendly reminder that you have {{class.name}} scheduled for tomorrow at {{class.time}}.

Class details:
- Date: {{class.date}}
- Time: {{class.time}}
- Instructor: {{class.instructor}}
- Location: {{class.location}}

Please arrive 10 minutes early to check in.

See you there!

The {{club.name}} Team

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Advanced Features

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Template Status

  • Active templates are available for use
  • Inactive templates are hidden from selection
  • Toggle status to enable/disable templates
  • Manage template availability easily
  • Search by name to find specific templates
  • Filter by category to narrow results
  • Sort by date to see recent templates
  • Quick access to frequently used templates

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Template Analytics

  • Track template usage across messages
  • See which templates are most popular
  • Monitor template performance over time
  • Optimize templates based on usage data

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Getting Started

  1. Create your first template with basic content
  2. Test the template with a small group
  3. Refine the content based on feedback
  4. Use the template in your regular communications
  5. Build a library of templates for different needs
Templates save you time and ensure consistency in your communications. Start with a few basic templates and gradually build a comprehensive library that covers all your messaging needs.