How do I Create Message Templates?

Templates save the messages you send often, with placeholders for the parts that change, such as a name or an amount.

Create a Template

1. Open Templates

   • Click Templates in the left sidebar.

2. Start a New Template

   • Click Create Template. You can also click Create New Template on any compose screen.

3. Name It

   • Enter a Template Name of 3 to 64 characters. You'll pick the template by this name when composing.

4. Write the Content

   • Type the message in Template Content (12 to 918 characters), with placeholders in square brackets.

5. Describe It (Optional)

   • Add a description of 7 to 1,000 characters explaining what the template is for.

6. Save

   • Click Save Template. DartPro shows Done and confirms the template was created.

Writing Placeholders

• Use square brackets: Dear [customer_name], please be informed that...
• No spaces inside: use underscores, as in [customer_name], not [customer name].
• Choose clear names that your team understands.
• Add as many as you need.

How Placeholders Are Filled

Sent from	Placeholders are replaced with
From Template	The values you type under Template Variables
To Groups	Each contact's details, such as [first_name] or [organization]
To File Contacts	The file's column with the same name, such as [amount]

For the contact placeholders you can use with groups, see Personalize with Contact Details.

Manage Your Templates

• Find a template: type in Filter Templates.
• View a template: click it to see its content, description and Template ID.
• Edit a template: click Edit Template in the list, or Edit on the template's page. Save your changes to update it.
• Delete templates: select them in the list and delete them. Confirm when asked Are you sure you want to delete the selected Templates?

⚠️ Scheduled messages use the latest template

Scheduled messages read the template when they're sent, so edits you make before then are included. Don't delete a template that a scheduled message still uses.