Text templates with merge fields, and scheduled texts
Save your most common replies as templates that fill in names for you, and write a text now to send it later.
Create a template
- Select Templates in the sidebar, then New template.
- Give it a Name you will recognize, such as Quote follow up.
- Write the Text. Select a field button under the box, such as First name, to insert it where your cursor is.
- Owners and admins can tick Share with the team so everyone can use it.
- Select Save template.
The Templates page shows Team templates, which everyone can use and only owners and admins can change, and Your templates, which only you see. Use Edit or Delete on any template you can change.
Merge fields
Fields are words in curly braces that fill in when you use the template, from the contact and from you.
| Field | Fills in |
|---|---|
| {first name} | Contact first name, or "there" if unknown |
| {last name} | Contact last name |
| {full name} | Contact full name, or "there" if unknown |
| {company} | Contact company |
| {my name} | Your name |
| {my first name} | Your first name |
| {business name} | Your workspace name |
| {my number} | The business number you are texting from |
Set your own fallback with a bar: {first name|friend} says friend when the contact has no first name. If a field is empty, CallRoute warns you to check the text before you send it.
Use a template in a conversation
- Type / at the start of the text box, then a few letters of the template name. Pick it with the arrow keys and Enter.
- Or select Templates above the text box and pick one from the list.
The filled in text lands in the box so you can adjust it before you select Send.
Schedule a text
- Type your text in a conversation, or in a new message.
- Select the clock button next to Send, labeled Send later.
- Pick a quick time such as In 1 hour or Tomorrow, 9:00 AM, or set one under Pick a date and time and select Schedule.
The text waits at the bottom of the conversation, marked Scheduled for with the time, and the conversation shows Scheduled in the list. Until it goes out you can Edit it, Send now or Cancel text.
- Pick a time at least a minute from now and within the next year.
- A conversation can hold up to 20 scheduled texts.
- If a scheduled text cannot be sent, you are notified and it shows Scheduled text not sent. Select Pick a new time or Delete.
Texting rules from the inbox still apply: only the number's owner or the assigned teammate can schedule a text in a conversation.