How to set up & manage Templates

Read below to learn more about how to create, edit, and delete Templates. 

You can access your current Templates:

• From Index Settings (under Tools).
• From your keyboard (located under the text field in the compose message screen.

Note: If you are using Index Web, you can view and send Templates, but cannot set up, create or manage Templates. Please log into Index on mobile to manage your Template list. 

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• iOS
• Android

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To set up Templates:

Note: When you set up Templates for the first time (via Settings), we automatically create three Templates that you can customize to fit your business needs. To browse our Template library for ideas, visit the Index Resource Center. 

1. View your Index Settings.
2. Under Tools, tap Templates. 
3. Click "+Add My Logo" if you'd like to add your business logo.
   
   • You can choose from your camera roll photos or take a new photo.
4. Input your Business Name.
5. Input your first and last name. 
   • Type in the name you would like to have displayed in the text responses.
6. Click "Review Your Templates."
   • This option will allow you to review your existing Templates.
7. If you would like to make edits to your Templates while in review mode, Click "Edit." 

Please note: You can have a max of 48 Templates saved. 

To create a new Template: 

1. Index Settings.
2. Tap Templates.
3. Tap Create New.
4. Enter a title for your Template (up to 20 characters allowed).
5. Add Logo (optional): Click +Add My Logo to add a photo from your camera roll, "Camera" to take a new photo, or "Add Logo" to input the logo you added when you set up Templates.
6. Write a message: Write your text message template here (500 character limit).
7. Tap Save when complete.

Note: After you have added your logo to your first Template, you can choose "Add Logo" and it will copy the same logo for all of your templates.

To manage your existing Templates:

You can edit the Templates you've created, customize the default Templates you were given, and/or delete them. Here's how:

From Index Settings:

1. Under Tools, tap Templates.
2. Tap the Template to open, then edit or delete it.

Tip: You can Re-order your Templates (top-right of the screen) to keep them organized. 

From within a conversation or new message screen: 

1. Tap the located in the menu under the text box. 
2. Tap Manage.
3. Tap the Template to open, then edit or delete it. 

After you have set up your templates and are ready to send a Template, view our article on How to send Templates

If you have additional questions on how to use this feature, please submit a request. 

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To set up Templates:

Note: When you set up Templates for the first time (via Settings), we automatically create three Templates that you can customize to fit your business needs. To browse our Template library for ideas, visit the Index Resource Center. 

1. View your Index Settings.
2. Under Tools, tap Templates.
3. A screen will pop up, tap Continue.  
4. From there, we will collect some details to personalize your Templates.
5. Click +Add My Logo if you'd like to add your business logo.
   
   • You can choose from your camera roll photos or take a new photo.
6. Input your Business Name.
7. Input your first and last name.
   • Type in the name you would like to have displayed in the text responses.
8. When done, tap the Review Your Templates button.
   • This option will allow you to review your existing Templates. (The three default Templates we created will be displayed here.)
9. If you would like to make edits to your Templates while in review mode, tap Edit. 

Please note: You can have a max of 48 Templates saved at a time. 

To create a new Template: 

1. View your Index Settings.
2. Under Index Tools, tap Templates.
3. Tap CREATE.
4. On the Create Template screen, enter a title for your Template (up to 20 characters allowed).
5. Add a Logo (optional): Click +Add My Logo to take or choose a photo, or "Add Logo" to input the logo you added when you set up Templates.
6. Write a message: Write your text message template here. (500 character limit.)
7. Tap Save when complete.

Note: After you have added your logo to your first Template, you can choose "Add Logo" and it will copy the same logo for all of your templates.

To manage your existing Templates:

You can edit the Templates you've created, customize the ones you were given, or delete them. Here's how:

From Index Settings:

1. Under Tools, tap Templates.
2. Tap the Template to open, then edit or delete it.

From within a conversation or new message screen: 

1. Tap  to the left of the text field.
2. Tap Manage.
3. Tap the Template to open, then edit or delete it. 

After you have set up your templates and are ready to send a Template, view our article on How to send Templates

If you have additional questions on how to use the Templates feature, please submit a request. 

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