HighLevel SMS Templates: Create Reusable Text Messages

SMS templates in HighLevel let you save frequently used messages so you can send them with a single click instead of typing them out each time.

How to Create an SMS Template

Step 1: Navigate to Templates

Go to Marketing → Templates

Step 2: Add New Template

Click Add Template

Step 3: Configure the Template

• Name — Give it a descriptive name (e.g., "Appointment Reminder")
• Message — Write your template text
• Attachments — Optionally add files or URLs

Step 4: Save

Click Save and your template is ready to use.

Using Templates in Conversations

1. Open a conversation with a contact
2. Select SMS as the channel
3. Click the Insert Template icon
4. Choose your template from the list
5. The message auto-populates in the text field
6. Edit if needed, then send

Template Best Practices

Use Merge Fields

Include personalization with merge fields:

• {{contact.first_name}} — Their name
• {{appointment.start_time}} — Appointment details
• {{location.name}} — Your business name

Keep It Short

SMS messages should be concise. Aim for under 160 characters when possible.

Name Templates Clearly

Use descriptive names so you can find them quickly:

• "Appointment Reminder - 24hr"
• "Quote Follow-up"
• "Review Request"

Common Templates to Create

• Appointment confirmations
• Appointment reminders
• Follow-up after no-show
• Quote/proposal sent
• Payment received
• Review requests — get a direct Google review link and wrap it in a trigger link to track who clicks and follow up with those who don't

See Also

• Call Scripts — The voice equivalent of SMS templates — guided scripts your reps can pull up during live calls