Creating Templates and Snippets

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Creating Templates & Snippets:
Save Messages Your Team Sends Repeatedly

Templates and Snippets are pre-saved message blocks you can insert into any 1-to-1 conversation or campaign with one click — consistent messaging, faster response times, no copy-paste from a notes doc.

TemplatesSnippets1-to-1Workflow
What They AreTemplates are full message drafts for common scenarios. Snippets are shorter reusable blocks — a greeting, a link, a Prepare Caller message — that slot into a longer reply.
Where They’re UsedDirectly in the 1-to-1 conversation composer — insert with one click while in an active thread. Keeps messaging consistent across team members.
The Efficiency CaseIf a rep types the same follow-up message five times a day, that’s a template. If they copy-paste a SmartLink into every reply, that’s a snippet. Save it once, use it everywhere.

Templates and Snippets reduce rep time-per-conversation and enforce message consistency — especially important for agencies managing multiple clients or teams with multiple reps handling 1-to-1 threads.

Creating Templates & Snippets

1
Go to Templates & Snippets in the main navigation
Or access from within a conversation — the insert icon opens the template library
2
Click Create New Template or Create New Snippet
Templates: full message drafts. Snippets: short reusable text blocks.
3
Write the message — include {{placeholders}} for personalization
Use {{first_name}}, {{service}}, or any contact field to make templates feel individual when inserted
✓
Save — available immediately in the conversation composer
All team members in the account can access shared templates. Name them clearly so reps find the right one fast.

Inserting a Template in a Conversation

While in any 1-to-1 conversation, click the Templates icon in the message composer toolbar. Browse or search your saved templates, select one, and it populates the message field — edit as needed before sending. See Inserting Templates and Snippets into Conversations for the full step-by-step.

✓ Template ideas to start with

Prepare Caller message · After-hours autoresponder · Post-visit follow-up · “Is now a good time to call?” · Appointment confirmation · “Still interested?” re-engagement · SmartLink delivery message

Go Deeper
📖 Related Insight
Conversational SMS Lead Funnels That Actually Increase Contact Rates

How consistent, well-timed messaging — from OTTO’s automated flows to rep-level templates — is what converts warm leads into closed conversations.

Read the Insight →
▶ Next Step
Inserting Templates into Conversations

How to use your saved templates inside an active 1-to-1 conversation — find, select, and insert in one click.

Read the KB Article →
🏢 Related KB
Starting 1-to-1 Conversations

The full guide to managing direct conversations — where templates are used most frequently by reps handling active leads.

Read the Playbook →
In This Article Creating Templates & SnippetsInserting in a Conversation
Watch It
Dashboard walkthroughs

Creating Templates for SMS Communication · 0:20

Creating Snippets for SMS Communication · 0:22

Workflow
Build your first 5 templates before going live

Prepare Caller, after-hours reply, follow-up, re-engagement, appointment confirmation — these five cover 80% of rep messaging volume.

Read Inserting Guide →
Related KB Articles
Inserting Templates into Conversations
Starting 1-to-1 Conversations
Scheduling 1-to-1 SMS Messages
Feature: 1-to-1 Messaging

Frequently Asked Questions

What are Templates and Snippets?
Pre-saved message blocks you insert into any 1-to-1 conversation or campaign with one click, for consistent, faster messaging.
How do I create one?
Go to Templates & Snippets in the main nav (or the insert icon in a conversation) and click Create New.
How do I insert one in a conversation?
Click the Templates icon in the message composer, browse or search, and select it to populate the message.
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