# Templates

In this section, you can create text message and email templates, so your team can quickly respond to common questions about your products or services.

> NOTE: Depending on your user permissions, you may not have access all of the components.

**Created Templates List**

* **Template Name**

You can view your templates by name here.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FxbIgpEC9SvfqlBIEqCbQ%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-42d2f55ed0d457e1361aa3b0e6be5cde6efd5bc0_conversations%20-%20templates%20-%20name.png?alt=media&#x26;token=76d7f41d-0ec2-4837-bb5e-3e4295acfda3" alt=""><figcaption></figcaption></figure>

* **Template Body**

Here you can see what your template body consists of without having to click in and edit the template.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FSvcin8cSOsbenSFh7rcU%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-351faec45086d0120aba3a1139a9998fffb6c518_conversations%20-%20templates%20-%20body.png?alt=media&#x26;token=ff9428e9-17c8-40b3-a0f0-c3e5e01508b6" alt=""><figcaption></figcaption></figure>

* **Template Attachments**

Here you can see what attachments are included in your templates.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FHWED34RD9pLdPF4vb6Uy%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-16b650c35755307711dcf2fb6743b5dc50fa9e9f_conversations%20-%20templates%20-%20attachments%20(1).png?alt=media&#x26;token=2879cf0c-55fb-415b-b874-77a0838b5694" alt=""><figcaption></figcaption></figure>

* **Template Type**

Here you can view all your template types, i.e whether SMS or Email.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FzWU8bq0pwmgboOCQHDkw%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-4a7dbde194520043249940377a79b5df36c1bbb1_conversations%20-%20templates%20-%20template%20type.png?alt=media&#x26;token=56ad9825-555a-4a9a-9fac-80618139f202" alt=""><figcaption></figcaption></figure>

**Edit Templates**

You can search and view all your templates by template name here.

Clicking this button will open up the template editor.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FrWqaF5FYAn2mWHAf9otF%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-a51944e5e975f94753a2da27cc036a3ca9978240_conversations%20-%20templates%20-%20edit%20template.png?alt=media&#x26;token=15b6df56-7f3c-4b90-bd16-8a182fa3cb05" alt=""><figcaption></figcaption></figure>

**Delete Templates**

Clicking this button will delete your template. Be careful, once deleted it is gone forever.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FW4SJZBrMZzmvAVdEKmHf%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-434720362406c3500a0dbeb845c2e73026bd3fc3_conversations%20-%20templates%20-%20delete%20template.png?alt=media&#x26;token=9a46060c-6db4-4753-ba90-52033964f868" alt=""><figcaption></figcaption></figure>

**Adding New Templates**

If you want to create a new template, click here to choose between an SMS template or an Email template.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FMPKU8bALgUGwT8RQOfIa%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-36284a5e350dd01ee60d095dc38b73014cf84341_conversations%20-%20templates%20-%20add%20new%20template.png?alt=media&#x26;token=5e6524f5-79bf-4cb7-b970-b83832c088a6" alt=""><figcaption></figcaption></figure>

![](https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FvIRYy9QnFhIST1nACHsw%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-cf51f0086862d8cfc8398f081572e0b8636bfd08_Start%20Help%20Guide%20Button%20\(1\).webp?alt=media\&token=54ed6060-ff7c-4ba2-8c12-d3836e8c6600)

Click the **"Start Help Guide"** button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!
