Customizing Message Templates

Update your message templates frequently to make sure they reflect your brand and include the latest information, especially regarding promotions.

Our goal is to simplify your business, so you can get more done and feel more confident. We know that it's hard to come up with carefully crafted messages in your busy day-to-day life, especially when you're on the go, which is why we created them for you! AMI starts you off with default templates that are simple to update to reflect you and your business. 

Finding the message templates to update

To update message templates for To Dos:

  1. Open the AMI app 
  2. Tap Settings at the top of the To Dos tab 
  3. Tap Edit templates at the top 
  4. Find the template you'd like to modify. Templates are grouped based on workflows they appear in

To update cold message templates (outside of To Dos): 

  1. Open the AMI app 
  2. Tap Account at the bottom, right-hand corner of the app toolbar 
  3. Tap Message templates under the Account heading 
  4. Tap Cold message templates
  5. Find the template you'd like to modify from here

How to Edit Message Templates

  1. Tap on the message you'd like to edit, and you'll see the verbiage we've already written saved in the template.
  2. To edit, tap on the message and it will turn blue. Add to our message, or create your own, and add custom tags if applicable. Be mindful not to remove anything in {{ }} unless you'd prefer to remove tags all together. This helps AMI make sure your messages are customized to the recipient and not get marked as Spam.  
  3. Don't forget to tap Save when you're done!

You will also be reminded within each To Do how long it's been since you last updated your message template. You can tap there to update in real time as you connect with your customers.

Using Custom Tags

You'll notice that each message template has its own set of custom tags. A tag can be added to a message template by following these steps: 

  1. Put the cursor in your message template for where you'd like the custom tag to appear 
  2. Tap the tag you'd like to add by tapping it 

Note: if you'd like to remove a custom tag, make sure to all remove all brackets.

Custom Message Tips

We love how creative our sellers are with the messages they send. Here are some suggestions or examples of how you can add your personality or unique parts of your business to your messages:

  • Add information about your VIP group or customer loyalty program as a thank you for their purchase.
  • Change up your messages seasonally or monthly to stay relevant. AMI will remind you how long it's been since you last changed your template in the To Dos. 
  • Ask a fun question to get to know your client better and increase engagement.
  • Include a line about a new product or service

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