Templates
Reusable email and SMS templates for consistent communication in SeeRM.
Overview
Templates are pre-defined email or SMS messages that you can create and reuse. They help simplify repetitive communication and ensure consistent messaging across your organization.
Templates are useful both for manual sending and for automated communication.
Templates can also be created specifically for leads.
Templates in Automations
Templates can be used in automations by defining a template and sending it when an automation condition is met. Only global templates can be used in automations.
Template Types
There are two types of templates in SeeRM:
Global Templates
- Available to everyone in the system
- Can be used in automations
- Can only be created, edited, or deleted by Admins
Global templates are managed under Admin → Templates
User Templates
- Created and used by individual users
- Intended for personal or role-specific messages
- Cannot be used in automations
User templates are managed under:
- Click the user icon in the top-right corner:
- Select Settings
- Open Templates
Order Templates and Lead Templates
Templates can be created for both orders and leads.
They are created in the same way, but they are not interchangeable. This is because the available variables for orders and leads do not fully overlap.
That means:
- Order templates can only be used for orders
- Lead templates can only be used for leads
Lead templates can be used when working manually with leads and in lead automations.
Variables
When creating templates, you will see a list of available variables.
Variables act as placeholders that are replaced with real customer data when a message is sent.
For example Hello $NAME Will be sent to the customer as Hello John Doe
This allows messages to be personalized automatically while remaining easy to reuse.