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Feature Guide: Templates

Save time answering common questions with templated texts.

Create reusable text message templates to answer common questions, then send them with a tap.

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  1. How do Templates work?
  2. How do Templates help?

How do Templates work?

Templates help you save time on repetitive administrative tasks so you can spend more time doing what you love. Choose from our library of prewritten text messages and edit them as you like. Or, simply create your own custom Templates with your company logo and business information included. To get started:

Go to Index > Settings

Select Templates

View Sample Templates or Create New

(Optional) Add Your Logo + Business Info

Once Templates are set up, just tap    in the Texting Toolbar to populate and send your prewritten message—along with any logos or additional information you’ve included.

How do Templates help?

Small business owners are busy and often strapped for time. The Templates tool from Index saves you time by creating templated text message replies to frequently-asked business questions. It’s perfect for repetitive tasks like sharing estimates, important links, or business information.

Plus, texting is the communication channel your customers prefer. 9 out of 10 consumers say they want businesses to communicate with them via text message, and 89% of consumers say they prefer texting with businesses over any other mode of communication.

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