Create and Manage Message Templates in the Mobile App

Create and manage reusable message templates for email and SMS communication from lead details.

Open Message Templates #

1. Open PloverCRM.
2. Tap Settings.
3. Under App preferences, tap Lead Details.
4. Under Message Templates, tap Manage Templates.

Find a template #

Enter text in Search templates to search template titles and message content. Clear the search field to return to the full list.

Create a template #

1. Open Message Templates.
2. Tap New.
3. Enter the template title and message content.
4. Save the template using the controls shown by PloverCRM.

The new template appears in the template list after it is saved.

Edit or view a template #

1. Tap the edit control for a template.
2. Update the title or message content when you have edit permission.
3. Save the changes.

If you can view but not edit templates, the control is shown as a view option instead.

Reorder templates #

1. Clear the search field.
2. Use the up or down controls beside a template.
3. Repeat until the templates are in the order you want.

Templates cannot be reordered while a search is active. PloverCRM can show Clear search to reorder templates.

Use a template from a lead #

When a template is opened with lead information available:

1. Review the rendered message preview.
2. Tap Use Template.
3. Review the message before sending it.

Delete a template #

1. Tap the delete control for the template.
2. Review the confirmation dialog.
3. Tap Delete only when you are certain.

Warning: Deleting a template removes it from the workspace template list. Confirm that you no longer need it before choosing Delete.

Permissions and troubleshooting #

Templates are unavailable

Your role may not have access to message templates. Ask your workspace administrator to review your permissions.

The New button is missing

You may have view-only access. Only teammates with template-management permission can create, edit, reorder, or delete shared templates.

No template matches the search

Try a shorter search term or clear the search field to view all templates.