Templates

Role:

Sequence Admin

License:

Guided Selling

Guided Selling provides three types of templates, each tied to a specific action type: Note Templates for Call actions, SMS Templates for SMS actions, and Email Templates for Email actions.

Click below to learn more about each.

Concepts

Note Templates

Reusable text that automatically populates the Notes field under Call Tools in the RingDNA dialer.

SMS Templates

Pre-populate the message window when a user clicks an SMS action.

Email Templates

Preconfigured email templates that support merge fields for personalization.

Last updated on March 9, 2026