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Use Email, Text, and Chat Templates in Your CRM

Save time and communicate consistently with leads with Message Templates

Message templates in the Real Geeks CRM help you communicate faster, stay consistent, and personalize messages at scale. Whether you’re sending an email, text, live chat, or an automated sign-up response, templates give you a reliable starting point so you’re never rewriting the same message twice.

Need to Know

  • Message templates are reusable drafts for email, text, live chat, and automated sign-up responses

  • Templates help agents respond faster and stay consistent across teams

  • Most templates can be edited before sending to match the situation

  • Templates support merge fields to personalize messages automatically

Table of Contents

What Are Message Templates?

Message templates are pre-written message drafts you create in advance so you don’t have to start from scratch every time you follow up with a lead. Instead of rewriting the same messages over and over, you can quickly select a template, personalize it in real time, and send clear, timely communication.

Templates help create consistent, uniform messaging across your business, especially for teams, while still allowing flexibility to adjust language based on the situation. This approach saves time, reduces mental effort, and keeps your communication professional and on-brand.

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Where to Manage Your Templates

All message templates are managed from the lead manager.

To access your templates:

From here, you can create, edit, and organize templates for email, text, live chat, and sign-up responder messages.

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Email Templates

Email templates are pre-written email drafts you can quickly send to leads from the lead manager. They’re ideal for follow-ups, introductions, check-ins, and value-driven messages you send regularly.

You can also use email templates inside workflows, allowing you to automate follow-up communication without recreating messages each time.

Learn more about Email Templates in our how-to guide!

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Text Templates

Text templates let you send pre-drafted text messages to leads with just a few clicks. They are designed to save time in high-frequency moments where speed and clarity matter, so you’re not writing the same messages over and over.

Text templates are commonly used for follow-ups, quick check-ins, appointment reminders, and re-engagement messages where having language ready to go keeps your day moving.

Learn more about Text Message Templates in our how-to guide!

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Live Chat Templates

Live chat templates allow you to quickly message leads while they’re actively browsing your website. When you see a lead online, you can send a templated message to start a real-time conversation without typing from scratch.

These templates are especially helpful for welcoming visitors, offering help, or restarting conversations with returning leads.

Learn more about Live Chat Templates in our how-to guide!

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Sign-Up Responder Texts

Sign-up responder texts are automated text messages sent immediately when a new lead signs up on your website. You can create different responder messages based on lead source, helping you tailor your outreach to how the lead found you.

These texts are a powerful way to meet speed-to-lead expectations, start conversations right away, and set the tone for future communication.

Learn more about Sign-Up Responder Text Templates in our how-to guide!

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Best Practices for Using Templates

  • Create templates for common situations like follow-ups, check-ins, and introductions

  • Build multiple variations so you’re prepared for different conversations

  • Use merge fields like {{FIRST_NAME}} to personalize your messages at scale

  • Keep templates flexible so you can quickly adjust language before sending

  • Align templates across your team to maintain consistent branding and tone

The more templates you create, the more time you save. Faster response times can also improve lead engagement and conversions.

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Learn More

If you want more detailed guidance, examples, and best practices, we’ve created dedicated guides for each type of message template. These guides walk through setup, real-world use cases, and tips for getting the most value out of your templates.

Learn More Here:

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Need Help?

Call us at 844-311-4969 (Mon–Fri, 8 AM–8 PM CST)
Email support@realgeeks.com
Visit Real Geeks University for free courses
Join the Real Geeks Mastermind on Facebook for peer tips and best practices

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