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Creating Email and WhatsApp Templates

Save time by creating personalised templates you can reuse for follow-ups and outreach.

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Written by George Barnes
Updated over 3 months ago

🧭 Step-by-step guide

  1. In First Thursday, go to Settings

  2. Click Templates

  3. View your saved Email and WhatsApp templates


To create a new template, press Add

  • Fill in the details:

    • Template name

    • Subject line

    • Body of the message

    • Sign-off

  • Use placeholders to personalise messages automatically:

    • [collector first name]

    • [event name]

    • [artist names]

    • [artwork names]

    • [consultant name]

  • Click Submit to save the template


✉️ Using your templates

  • When drafting an email or WhatsApp from a contact’s page, your saved templates will appear as options

  • Placeholders will automatically fill with details from the recorded interaction

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