Step 4 — Adjust your templates - BeRocker Knowledge Base

The default templates work, but they are not your voice. Read every one before a customer does.

Where they are

Settings → Templates, with three tabs:

Tab	What is in it
Events	The moments that send a message — quote, order confirmation, dispatched, delivered, and so on. Each is tagged Automatic or Manual.
Follow-up	The timed ladder of messages that chases customers who go quiet.
Health	What your messaging is actually doing right now.

Full page: Templates

Start with Quote

It is the message most customers will ever read from you. Get the wording right, on both SMS and Email.

Write three or four versions of each

BeRocker picks one at random each time, so repeat customers do not get identical texts.

Check the variables

Copy names exactly from the Variables tab. A misspelt variable renders as nothing and the customer gets a message with a hole in it.

Build the follow-up sequence

First step inside the hour, then spread the rest out — something like 1 hour, 1 day, 3 days, 7 days. Give it an end.

Check the Health tab

Quiet hours in the customer’s local time, a sensible per-minute pace, and an opt-out line on SMS.→ Messaging health

The videos show the layout before the tabs were renamed to Events, Follow-up and Health. The concepts are unchanged.