CasperPortalFeature · Follow up automatically
SMS and email templates that fill in the details for you
SMS and email templates are saved messages you can reuse instead of retyping the same reply. CasperPortal stores your texts and emails as templates with custom values, such as the contact's name and appointment time, and includes starter templates for follow-ups, reminders and review requests.
What you can do with SMS & Email Templates
Save your best messages
Turn the replies you send every day into templates your whole team can use from the inbox.
Custom values for a personal touch
Insert the contact's name, your business name, appointment times and other fields automatically.
Starter templates included
Begin with pre-written templates for common local business moments like follow-ups, reminders and review requests, then edit them in your own words.
Use templates in automations
The same templates can be sent by your workflows and campaigns, so automated and manual messages match.
How SMS & Email Templates works
Pick a starter template or write your own
Add custom values like first name
Save it to your template library
Insert it from the inbox or an automation
Who uses SMS & Email Templates
Real Estate Agents & Developers
Lead capture, open house follow-up and deal pipelines for agents, teams and new-development sales.
Insurance Agencies
Fast quote follow-up, renewal reminders by policy date and long-term prospect nurturing.
Dental Clinics
Fill the schedule: missed-call text back, online booking, reminders and review requests for dental offices.
SMS & Email Templates FAQ
Can I use custom values in templates?
Yes. You can pull in the contact's name, your business name, appointment times and more, so every message feels personal even though it's a template.
Do you provide pre-written templates?
Yes. CasperPortal comes with pre-written templates for common local business scenarios like follow-ups, reminders and review requests.
Can my whole team use the same templates?
Yes. Templates are shared across your account, and the Growth Plan includes unlimited users.
What's the difference between templates and campaigns?
A template is a single saved message. A campaign is a scheduled series of messages sent to a group of contacts.