How to Add New Templates in Review Tool

In Review Tool, you can create two types of templates:

• Single Invite Templates — used with the green “Send a single invite” button.
• Scheduled Invite Templates — used with the “Scheduled Invites” feature for automated campaigns.

Accessing the Template Section

1. From the left-hand menu, click on “Invite Templates”.
2. You’ll see three options:
   • Add Single Invite Template
   • Add Scheduled Invites Template
   • Manage Templates

Adding a Single Invite Template

Single Invite Templates are used when sending one-off invitations using the “Send a single invite” button at the top of the dashboard.

Steps:

1. Click on Invite Templates > Add Single Invite Template.
2. Fill out the fields:
   • Single Invite Template Name – Enter a name you’ll recognize.
   • Text Msg Body – Compose your SMS (Max: 190 characters). You can use placeholders:
     • <<FIRSTNAME>>
     • <<LASTNAME>>
     • <<PHONE>>
   • Choose A Review Page – Select which review page link to include.
   • Email Subject – Optional. Will be used only if you send via email. Max: 80 characters.
3. Click Submit.

Adding a Scheduled Invite Template

Scheduled Invite Templates are used for automated follow-ups or timed campaigns through the Scheduled Invitessystem.

Steps:

1. Click on Invite Templates > Add Scheduled Invites Template.
2. Fill in the form:
   • Template Name – A label for your scheduled message.
   • Text Message Body – Write your message using placeholders like:
     • <<FIRSTNAME>>, <<LASTNAME>>, <<PHONE>>
   • Select Review Page – Choose the review page to link.
   • Email Subject – Optional, used if the invite is sent by email.
   • Select how to send – Choose between text, email, or both.
3. Click Save.

Managing Templates

To view, edit, or delete your existing templates:

1. Go to Invite Templates > Manage Templates.
2. You’ll see a list of your saved templates, including:
   • Name
   • SMS preview
   • Type (Plain Text / Email and Text)
   • Edit/Delete options
3. Click Edit to make changes or Delete to remove a template.