Solar At Scale - Solar Closer Mastery
Solar At Scale - Solar Closer Mastery
Emails & SMS Messaging

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Email/SMS Templates


This SOP will outline:

Nuances of Email/SMS templates
How to create templates
If you’re using a template, make sure the email/SMS has formatted correctly with the template tags being used.
For example - If you’re using an email/SMS template that is taking information from one of the Lead Custom Fields within Close, make sure that specific field has some data inside!! Otherwise, your email/SMS will be blank where that template tag was placed (watch video below for context)


Navigate to the Settings.
Click the Templates page under the Communication section.
Click the + New Template button on the top right of the page to create a new template. ​
+ Template.png
To create an Email template, make sure you are in the Email page
To create an SMS template, make sure you are in the SMS page ​
Email V SMS.png
Create the template as desired.
Give the template a name that will help you easily identify the contents of the template
Use template tags to automate the personalisation of the email/SMS you are sending!
Attach any files to the template you wish to send to the prospects/clients. ​
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Once you are done and happy with your template, click Save. ​
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