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How to send templates from portal?

To send a template, select saved template from new message or conversation window quick actions

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Avoid delivery failures by following these tips:

Make sure to include attachment, if your template is media templates

  • Include media attachments if message template is of media type
  • Replace variables with values in square brackets. If your message has {{1}} then replace it in message as [data] where data is what you want to send. It can by dynamic if you are sending from Zoho, HubSpot, GoHighLevel or Portal CRM automations