Updating templates and signatures in in-queue texts ensures that the messages being sent to customers are up-to-date.
Outdated templates and signatures can lead to confusion and inaccuracies.
Overview
To send bulk text sequences, first, you create the templates and sequences. Then you set the launching date.
Once a text sequence is created, the system retrieves the corresponding template(s), the phone number used to initiate the sequence, and the lead info available at the time of creation.
Modifications made to the template(s) or the signature of the phone number used to launch this text sequence are now accurately reflected in the sequence, post-launching.
However, any changes made to the lead info are not currently being updated in the queued-up texts.
How to include template updates in the sequence
When editing a template’s content, you can choose to update all in-queue texts that are using this template.
- Go to Settings > Automations > Templates
- Click on the pencil next to the template to go to the edit view
- Make changes to the template’s content and attachments.
- Click Save.
- Then, you should go back to the edit view once again to click on Update in-queue texts.
- Otherwise, the template’s updates will be saved but not reflected in the in-queue texts.
Note: The update might take several minutes depending on the size of the in-queue texts.
How to include Signature updates in the sequence
When editing a signature in a phone number, you can choose to update all in-queue text templates that were sent from this number.
- Go to Settings > Phone Numbers
- Click on the pencil next to the phone number to go to the edit view
- Type in the new signature
- And click Update
- Then you should go back to the edit view once again to click on Update in-queue texts
- Otherwise, the signature updates will be saved but not reflected in the in-queue texts.
Note: The update might take several minutes depending on the size of the in-queue texts