Replicate SMS templates across instances

Teams need a reliable way to copy SMS templates across instances, ideally through the same admin and action-flow replication workflow they already use.

Transcript Context

The transcript introduced SMS templates as a new feature and raised the question of whether teams can replicate them across instances the same way they have been replicating action flows. Catherine described using a placeholder action flow to carry over templates between instances and asked whether that approach would work for SMS templates too. Chris noted they would probably need to update the replication function to make sure templates copy correctly in the new model. This should preserve the current cross-instance setup workflow instead of requiring teams to rebuild SMS templates manually for each brand.

Additional context: this would be for situations after the integration is initially completed and there is a new sms template created in one instance that needs to be replicated into others.

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Upvoters
Status

Planned

Board
🏠

Main App

Date

25 days ago

Author

Linear

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