VitalEngage Text: Add Message Template

Use the Add Message Template screen to create a reusable message template for VitalEngage Text. After you save a template, users can insert it into a conversation from the message compose area in the VitalEngage Text window.

To open the Add Message Template screen, navigate to Configuration > Interfaces > VitalEngage Text > Templates and click Add Message Template. See VitalEngage Text: Templates.

All fields on the Add Message Template screen are required. Save is unavailable until you complete each field.

The fields on the Add Message Template screen are:

Field Description
Template Name The name that appears when users search for and select a template. Maximum 100 characters.
Location The location or locations where the template is available. Select one or more locations from the drop-down list. Users see only templates assigned to their working location.
Message The static text inserted into the message body when a user selects the template. Maximum 1600 characters. A character counter displays below the field.

The buttons on the Add Message Template screen are:

Button Description
Cancel Closes the screen without saving the template.
Save Saves the template and returns to the Templates listing. New templates are active by default.

Feature: 6285

Security: 995 - Allow Access to Add Templates in VitalEngage Text

Revision: 2026.09