Create your first script template

Select the creator you want to work on, then open CRM → Scripts. Creating or changing scripts requires script-management access. Creating or configuring their templates requires separate template-management access, so you need both to complete this guide.

Create the script

1. Select the creator you want to work on.

2. Open CRM → Scripts.

3. Choose Start from Scratch.

4. Enter a Script name and, if useful, a description.

5. Choose Create Script.

You can also use a template or import an existing script instead of starting from scratch.

Add the first template

Open the new script and start a template. The template editor is where you set the message, media, and pricing.

1. Enter a Template Name.

2. Choose Add Media.

3. Choose how the message is written.

4. Open Pricing and choose Free for an unlocked opening template, or Fixed or Smart for a paid template.

5. Choose Create Template.

For a full explanation of the price fields, see Set Fixed or Smart pricing for a script template.

If the creation options are missing

Ask an owner or admin to review your script-management and template-management access for the selected creator.