Templates

Effortless Template Management.

The all in one hub for creating and managing templates across all applications and automations. Make your workflows smooth with our intuitive Templates feature.

Donovan  O.

Beast Builder Digital Marketing Agency

Love Daskclicks! It’s helping me streamline process with my Beast Builder Digital Marketing Agency.
Capterra

One hub. A multitude of features.

Never miss a beat with a single hub for all of your template needs. Get the features you need to create and manage templates efficiently.

Template Duplication

Duplicate your best-performing templates easily with our cloning feature - saving you time and effort.

Instant Template Creation

Our 'save as template' feature allows for swift and efficient conversion of your messages into reusable templates, streamlining your workflow.

Unified Communications

Seamlessly select and use templates across the entire dashboard. Standardize and unify your communications effortlessly with our Templates feature.

Categorized Templates

Navigate our template library with ease. Templates are neatly categorized by type, so you can plug and play.

Template Testing

Test templates by sending preview emails or SMS messages. Ensure your communication looks perfect before it reaches your audience.

Flexible 'Reply To' Options

Personalize your communication with custom 'reply to' options in template creation. Control where responses are directed for efficient conversation management.

Template Duplication

Duplicate your best-performing templates easily with our cloning feature - saving you time and effort.

Instant Template Creation

Our 'save as template' feature allows for swift and efficient conversion of your messages into reusable templates, streamlining your workflow.

Unified Communications

Seamlessly select and use templates across the entire dashboard. Standardize and unify your communications effortlessly with our Templates feature.

Categorized Templates

Navigate our template library with ease. Templates are neatly categorized by type, so you can plug and play.

Template Testing

Test templates by sending preview emails or SMS messages. Ensure your communication looks perfect before it reaches your audience.

Flexible 'Reply To' Options

Personalize your communication with custom 'reply to' options in template creation. Control where responses are directed for efficient conversation management.

FAQ

You've got questions, we've got answers.

How many templates can I build?

You can create unlimted templates.

Can I personalize a template to the individual I’m attempting to contact?

Yes. When creating templates, the subject and body lines contain a personalization menu. When you select a personalization option, the email or SMS will automatically update to show the information that is unique to the contacted individual.

For example, if you personalized the template to read “Hi First Name,” it would replace the text “first name” to read with the individual’s true first name.

Is there a limit to how long my templates can be?

For emails, there is no limit to the message length. You will spend 1 email credit regardless of the email template size.

For SMS templates, you will expend 1 template credit for every 160 characters that you enter into the message. If you utilized 165 characters, you would then spend 2 SMS credits.

Is there a way to organize my templates?

Your white label Templates app classifies all templates as email or SMS under respective tabs.

You can also modify your table of templates and remove any unwanted information columns. The only information you’re required to keep is the template type and the template name.

Can I test templates before using them?

Yes. When creating templates or notifications, you will always see a field that reads “Test your email/SMS” at the bottom. There, you can enter a name and email/number to test your template. Be aware that this will expand email or SMS sends.

Are there any pre-built templates?

No. Templates are primarily used for personal messaging. We strongly encourage users to personalize their templates in a way that is fitting for their business and their audience.

Can I use my email and SMS templates in other apps?

Yes. By building templates first, you can rapidly move through creating notifications in other apps without any additional effort on your part.

You can utilize your templates in Deals, InstaSites, InstaReports, and Inbound in place of creating new messages.

Is there any security option to protect me if my personalizations do not work?

The Templates management app also offers a fallback feature. This permits you to enter custom text to utilize in the event that a personalization option fails to take effect.

Can I delete templates or do I have to edit an existing one?

You’re able to perform either action. Deleting a template will free up a slot toward your allowed template builds. You can also easily edit a template at any time.

Can I add attachments to templates?

Yes. Simply click on the “Attach” button in the message field to add files. There is a cumulative attachment maximum size of 20MB. You can add as many files as you would like as long as the total size does not exceed this limit.

Is there a way to copy a template if I just need to make small changes?

Yes. Every template will feature a duplicate/clone button. This way, you can quickly copy and revise a template for a new purpose without much delay.

What if my personalization option makes my template longer?

The Templates app will display a warning message each time you utilize a personalization option. Due to the unpredictable lengths of your personalization option, it’s possible that it will cause your message to exceed the character limit. If this happens, we will charge your account for one additional template credit. If you notice that this occurs, you will need to revise your template if you do not wish to spend unnecessary credits.

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Love the services I receive from DashClicks. Ease of use from the dashboard. I can easily see the work that is going on for my clients.

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Unlimited Sub-Accounts

Unlimited Users

All Apps

All Features

White-Labeled

Active Community

Mobile App

Live Support

100+ Tutorials

Unlimited Sub-Accounts

Unlimited Users

All Apps

All Features

White-Labeled

Active Community

Mobile App

Live Support

100+ Tutorials