Who This Is For / When to Use
Use this when you frequently send similar SMS or email messages and want faster, more consistent communication without using the Email Builder.
What Are SMS and Email Templates (Snippets)
Snippets are saved message drafts that can be reused across Kyrios.
They are available in:
Workflows
Conversations (1:1 messaging)
Bulk SMS and bulk email actions
How to Create an SMS or Email Template
Step 1: Open Snippets
Navigate to Marketing > Snippets.
Step 2: Add a New Snippet
Click New Snippet.
Choose Add SMS Snippet or Add Email Snippet.
Step 3: Configure the Template
Enter the required details:
Name
Subject (email only)
Snippet Body
Use the editor to format text and insert custom values if needed.
A live preview appears on the right.
Step 4: Save the Template
Click Save to make the snippet available across Kyrios.
How to Use Templates in Workflows
Step 1: Open a Workflow
Navigate to Automations > Workflows and open an existing workflow or create a new one.
Step 2: Add or Edit a Send Message Action
Add an Email or SMS action.
Select Select Existing Template.
Choose your saved snippet.
Step 3: Save the Action
Click Save Action to apply the template to the workflow.
How to Use Templates in Conversations (1:1)
Step 1: Open Conversations
Navigate to Conversations and open a contact thread.
Step 2: Insert a Template
Click the Snippet icon in the message composer.
Search for and select your SMS or email template.
Edit the message if needed.
Send.
How to Use Templates in Bulk Actions
Step 1: Select Contacts
Navigate to Contacts and select one or more contact records.
Step 2: Choose a Bulk Action
Click Send Email or open More > Send SMS / Send Email.
Step 3: Select a Template
Choose Select Existing Template.
Pick your saved snippet.
Review the message.
Step 4: Confirm and Send
Confirm the recipient list and proceed to send the bulk action.
How to Edit an Existing Template
Go to Marketing > Snippets.
Click the snippet you want to update.
Make changes to the name, subject, or body.
Click Save.
FAQ
How do I create an SMS or email template?
Go to Marketing > Snippets, click New Snippet, choose SMS or Email, customize the content, preview it, and click Save.
How do I use a template in a workflow?
Open Automations > Workflows, add or edit an Email or SMS action, select Select Existing Template, choose your snippet, and save the action.
How do I apply a template in a conversation?
Open Conversations, select a contact, click the snippet icon in the composer, choose your template, edit if needed, and send.
How do I use a template for a bulk action?
Go to Contacts, select contacts, choose Send SMS or Send Email, select an existing template, review, and send.
Can I organize or search snippets?
Yes. You can search snippets by name and organize them into folders from the Snippets area for faster access.