How to Use Messaging Templates

Templates in Subflow allow you to pre-save both text messages and emails so you can quickly send polished, consistent communication without starting from scratch every time. Whether it’s answering frequently asked questions, sharing pre-op instructions, or sending review requests, templates are a great way to improve your workflow, save time, and deliver a better experience to your patients or contacts.

Why Use Templates?

Templates are ideal for:

• Frequently sent messages

• Standardized workflows (e.g., onboarding, follow-ups)

• Quick replies in Conversations

• Automated steps in Workflows or Broadcasts

• Ensuring compliance and consistency in messaging

Think of templates as your ready-to-go library of content that ensures quick responses and high-quality communication across your team.

Accessing Templates

To get started, click on “Templates” in the left-hand navigation menu.

By default, you'll land on the Text Message Templates tab. You can switch to Email Templates using the tab at the top of the page.

Text Message Templates

🔹 Creating a New Text Template

1. Click “New Message Template” in the top-right corner.

2. You’ll be taken to a simple template editor.

3. Enter a title for internal reference (e.g. “Pre-Op Instructions – Knee Surgery”).

4. Compose your message in the text editor. You can:

   • Use personalization tokens like {{FirstName}}

   • Add attachments like forms, pages, or files using the / shortcut

   • Refer to the Conversations Guide for a full breakdown of editor tools

5. Add tags (e.g. “Pre-Op”, “Onboarding”, “Follow-Up”) to better organize and group your templates.

6. Click Save to add it to your templates library.

🔹 Managing Templates

• Use the search bar to find specific templates by title or content.

• Filter templates by tags for quick access.

• Templates can be inserted into:

  • One-to-one Conversations

  • Broadcast messages

  • Workflow automations

Email Templates

Switch to the Email Templates tab to view and manage saved email designs.

🔹 Creating a New Email Template

1. Click “Create Email Template” or select the “Start from Scratch” icon.

2. You’ll be taken to the drag-and-drop email builder, where you can:

   • Add headers, text blocks, images, buttons, and more

   • Customize branding, colors, and layout

   • Preview your design before saving

3. Once finished, give your template a name, assign tags if needed, and click Save.

Saved email templates are accessible from:

• Email Campaigns (in the Messaging Center)

• Workflow automations

• Broadcasts when choosing “Send Email”

✅ Best Practices

• Use clear naming conventions like: “Welcome Message – New Patients”

• Organize with tags for easy filtering by use case

• Test personalization tokens to ensure correct data displays

• Reuse proven templates in campaigns to save time and standardize communications

• Use templates in Workflows to automate sequences with consistent messaging