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How Do I Manage Message Templates?

Learn how to create, edit, and use message templates in AXP to send consistent, pre-written responses to guests across all communication channels.

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Summary: To manage message templates in AXP (Alliants Experience Platform), navigate to Settings > Message Templates where you can create, edit, and organise pre-written responses that conversers can quickly insert into guest conversations for fast, consistent communication.

Permissions Required: Roles required in AXP to manage message templates are Location Administrators, Brand Administrators (for creating/editing templates); All Conversers (for using templates).

Message templates in AXP allow your team to manage pre-written responses for common guest interactions. Templates save time, ensure consistency across your team, and help maintain your brand's tone of voice in every conversation. Conversers can quickly search for and insert templates when replying to guests.

Prerequisites

  • You must be a Location Administrator or Brand Administrator to create or edit templates

  • Conversers can use existing templates but cannot create or modify them

How Do I Create a Message Template?

To create a new message template in AXP:

  1. Navigate to Settings from the left-hand menu

  2. Click Message Templates

  3. Click the Create Template button

  4. Enter a Template Name that describes its purpose (e.g., "Welcome Message", "Check-Out Instructions")

  5. Select a Category to organise the template (e.g., Check-In, Concierge, General)

  6. Write the template Content in the text editor

  7. Use Dynamic Variables to personalise templates (see below)

  8. Click Save to make the template available to your team

What Dynamic Variables Can I Use?

Dynamic variables in message templates allow you to insert personalised information that is automatically populated when the template is used. Common dynamic variables include:

Variable

Inserts

Example Output

######{{guest_name}}

Guest's full name

John Smith

######{{first_name}}

Guest's first name

John

######{{room_number}}

Assigned room number

412

######{{check_in_date}}

Check-in date

15 March 2026

######{{check_out_date}}

Check-out date

18 March 2026

######{{location_name}}

Location/property name

Grand Hotel London

How Do I Edit or Delete a Template?

To edit or delete an existing message template:

  1. Navigate to Settings > Message Templates

  2. Find the template you want to modify

  3. Click the Edit (pencil) icon to modify the template, or click the Delete (bin) icon to remove it

  4. Make your changes and click Save

Note: Deleting a template does not affect messages already sent using that template.

If the template is a WhatsApp enabled template, with WhatsApp icon next to it, it cannot be edited because the content has been approved by Meta to use. Instead, please clone the template using the action dots on top right, then submit a support ticket to have the new content approved.

How Do Conversers Use Templates in Conversations?

For conversers who want to use templates when replying to guests:

  1. Open a conversation in the Inbox

  2. Click the Templates icon (bookmark) in the reply area

  3. Search for a template by name

  4. Click the template to insert it into your reply

  5. Review and edit the text as needed β€” dynamic variables will be automatically filled with the guest's details

  6. Click Send

Common Questions

Can I create templates for specific channels only?

Message templates in AXP are channel-agnostic, meaning the same template can be used across SMS, WhatsApp, and in-app messaging. However, be mindful of message length when creating templates β€” SMS messages have character limits, so templates intended for SMS should be concise. You can organise templates by category to help conversers choose appropriate templates for each channel.

Can templates be shared across multiple locations?

Brand Administrators can create brand-level templates that are available across all locations. Location Administrators can also create location-specific templates that are only available at their location. This allows you to maintain brand consistency while accommodating location-specific information.

How do I organise templates into categories?

When creating or editing a template, select a category from the Category dropdown. You can use existing categories or create new ones. Well-organised categories help conversers find the right template quickly. Common categories include: Conversations, Escalations, Requests, Out of Office, Flows, etc.

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