This guide explains how to create, edit, and manage email and text message templates in LeadCenter.ai using shortcodes. Templates help automate communication, personalize messages, and save time when sending appointment reminders, event notifications, SMS messages, and workflow alerts.
To begin:
From here, you can access:
You can also search, edit, and organize templates from this section.
LeadCenter allows templates to be organized for easier management.
Use the search bar to locate templates using keywords.
Example:
Search “Cash” to find templates containing that keyword.
Templates can be grouped into categories such as:
You can also filter templates to show only appointment or event-related templates.
Tip:
If a template does not appear, check the second or third page, especially if you have many templates.
To create a template:
Best for transactional and simple emails. It allows users to:
LeadCenter recommends keeping emails simple with fewer images and minimal HTML to improve email deliverability and reduce spam filtering.
The Visual Builder provides drag-and-drop components such as:
This option is useful for more visually designed emails.
Shortcodes automatically insert personalized client information into emails and text messages.
Examples include:
Important:
Appointment shortcodes only work inside appointment reminders and calendar settings. Event shortcodes only work within event-related communications..
Templates automatically save as Drafts within 10–15 seconds.
To access drafts:
Templates → Drafts
Keep in mind that draft templates cannot be used until published.
LeadCenter also supports secure document sharing. By using the Document Storage shortcode, clients can receive a personalized secure portal link to upload financial documents using two-factor authentication.
Templates can be automated using the Workflow Management System.
Common uses include:
This helps automate repetitive communication and reduces manual effort.
Text templates work similarly to email templates and support shortcodes.
However:
For email compliance, marketing emails should include:
If a client unsubscribes from emails or replies STOP to a text message, LeadCenter automatically updates their communication preferences.
Step | Action | Description |
1 | Access Templates | Open Templates from Marketing Dashboard |
2 | Create Template | Use Rich Text Editor or Visual Builder |
3 | Add Shortcodes | Personalize messages automatically |
4 | Manage Drafts | Review and publish saved templates |
5 | Secure Portal | Share secure upload links |
6 | Workflow Automation | Send emails and texts automatically |
