Message Templates
The Templates section in Zykrr allows you to create, manage, and reuse message formats for communicating with your survey participants. Templates are used in Email, SMS, WhatsApp, and other supported channels.
1. Add a New Template
Click + ADD TEMPLATE to create a new message format.
Template Configuration:
- Distribution Channel: Choose where the message will be sent (Email, SMS, WhatsApp, etc.)
- Service Provider: Select your messaging service (e.g., Twilio, Kaleyra, Textlocal)
Template Details:
| Field | Description |
|---|---|
| Template Name | Descriptive label for the template |
| To / To Email | Recipient’s number or email address |
| Reply-To (Email) | Address for email replies |
| Subject (Email) | Subject line of the email |
| From Name (Email) | Sender’s display name |
| From Email | Sender’s email address |
| Template ID | Platform-specific template ID (for DLT, etc.) |
2. Message Content
Depending on the channel, message content is defined in plain text or HTML.
For Email:
- Use the HTML Email editor to format content.
- Click PREVIEW EMAIL to see how the message will appear.
3. Template Actions
Once created, each template supports the following actions:
| Action | Description |
|---|---|
| Send Short URL | Generates a short survey URL to be embedded in your message |
| Send Test | Sends a test version to preview actual delivery |
| Edit Message | Opens the template in edit mode for updating content |
Click SAVE to store the template, or CANCEL to discard.
Best Practices
- Use dynamic placeholders (e.g.,
{Name},{SurveyLink}) to personalize messages. - Match the template language and tone to the participant’s profile.
- Ensure your template is pre-approved with the provider for SMS/WhatsApp (as per DLT guidelines).
- Use consistent naming conventions for easier management.
Summary
| Capability | Description |
|---|---|
| Channel Support | Email, SMS, WhatsApp, and more |
| Service Provider Setup | Use your configured messaging partners |
| Personalization | Insert variables and placeholders into content |
| Preview & Test | Visualize and test before sending |
| Reusability | Templates can be reused across campaigns and reminders |
Need Help?
For template formatting, HTML support, or message compliance (e.g., SMS DLT), contact:
📩 support@zykrr.com