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# How to use message templates

**Message templates** in Collect let you save time and ensure consistency by reusing commonly sent messages across campaigns. Whether you’re sending reminders, instructions, or follow-ups, templates help standardize communication while still allowing personalization through variables.

This guide covers how to **create, manage, and use message templates** in two ways: while sending a message and from your workspace settings.

## Why use message templates?

Templates are especially useful when:
* Sending similar updates across multiple campaigns    
* Maintaining consistent language in reminders or follow-ups    
* Collaborating with team members who need access to shared messages

## Ways to create a message template

You can create a message template in two ways:
* **While sending a message**    
* **From the Templates section in Settings**

## 1. Creating a template while sending a message
This is the fastest way to save a message you’ve just written as a reusable template.

### Steps:
1. Open your **campaign dashboard**.    
2. Click the **Send a message** button (paper airplane icon) below the **Campaign status** block.    
3. In the **Send a message** dialog:    
* Choose the **message type** (email or SMS).        
* Fill in the **Subject** and **Content** fields.        
* Use **variables** to personalize the message dynamically.
        
4. Click the **Templates** button (bottom left) and select **Save as template**.   
 
![](https://storage.crisp.chat/users/helpdesk/website/-/b/7/9/2/b792c5fa3ea2e00/email-templates-link_19qmiin.jpg)
![](https://storage.crisp.chat/users/helpdesk/website/-/b/7/9/2/b792c5fa3ea2e00/email-template-save-as_7mrj4d.jpg)

6. In the pop-up:    

![](https://storage.crisp.chat/users/helpdesk/website/-/b/7/9/2/b792c5fa3ea2e00/email-template-name_gu3l6f.jpg)

* Enter a **template name**.        
* Choose the **visibility**: 
- **Private** – only you can use it
**- Team** – available to all team members
            
6. Click **Save template** to confirm.
Your message is now saved as a reusable template for future use.

## 2. Creating and managing templates in Settings

Use this method for managing all your templates in one place.

### Steps:

1. Click your **profile icon** (top right) and go to **Settings**.    
2. Select **Templates** from the left-hand menu.    
3. On the templates page: 
* View all existing templates        
* Edit or delete a template using the buttons on the right
        
4. To create a new one:   
* Click **Add a new template** (top right)        
* In the **Edit template** dialog, enter:
        
![](https://storage.crisp.chat/users/helpdesk/website/-/b/7/9/2/b792c5fa3ea2e00/email-new-template_1th79e2.jpg) 
**- Template name**
**- Subject** and **Content**
**- Visibility** (Private or Team)
- Optionally, insert **variables** to customize the message
            
Click **Save** to finish

## Using a message template
When you're ready to send a message:
1. Open the **Send a message** dialog (from a campaign or request).    
2. Click the **Templates** button (bottom right).    
3. Select a template from the dropdown list.    
4. The **Subject** and **Content** fields will be auto-filled with the template content.    
5. Make any final edits if needed, then send the message.


## Summary
Message templates in Collect make it easy to maintain professional, consistent communication across your team and campaigns. Whether saved during message creation or managed centrally in Settings, templates help streamline your outreach process while supporting personalization through variables.