Reusable messages that stay personal

SMS and email live in different tools with separate template systems. Templates created in one do not work in the other. Maintaining consistency across channels requires duplicate effort, and updates need to happen in multiple places.

Create templates for both SMS and Email in one unified library. Each template specifies which channel or channels it supports. Copy a template to create versions for different channels while maintaining the core message. One place holds all your reusable content.

Generic messages feel impersonal and get ignored. Adding personalization manually means copy-pasting from contact records and making inevitable mistakes. A misspelled name or wrong company damages credibility.

Insert contact fields that pull contact data from People: first name, company, custom fields, recent purchase, appointment time, and more. Don't want to use People? That's fine. You can set variables for each recipient in each Channels conversation. Set fallback values for missing data. Personal touches apply automatically and accurately.

Not everyone should create or publish templates freely. Marketing might design templates while support staff only uses them. Contractors might preview templates without editing. Without granular control, template quality suffers and unauthorized changes reach customers.

Control template access through Delalify Teams roles. Assign Template Editor roles to create, edit, and delete templates. Message Sender roles use templates without modification. Message Admin roles manage all templates and settings. Each role specifies exactly what someone can do with templates, enforced across your workspace.