How To Use SMS/Email Templates
If you have your own templates created on the system, you can use on your daily conversations. Click here to learn how to create SMS/Email Templates.
This guide will show you how to use your SMS/Email Templates.
Go To Conversations
On your main menu, click on the "Conversations" tab.
Select The Contact
Look for the contact you'd like to send the message to. From here, you have 2 options:
Use SMS Template
Within the contact's conversations section, click on "SMS" at the bottom.
Click on "Use a Template"
Search For Your Template
Type in the name of your template and select it on the dropdown.
Use Template
Once you've selected your template, click on "Use Template".
Preview Your Template Before Sending
You can add anything on your message template before sending it.
Send Your Message
Click on "Send".
Use Email Template
Within the contact's conversations section, click on "Email" at the bottom.
Click on "Use a Template"
Copy of - Search For Your Template
Type in the name of your template and select it on the dropdown.
Use Template
Once you've selected your template, click on "Use Template".
Edit Email Subject
If your template doesn't have a subject, please type it in on the subject field.
Preview Your Template Before Sending
You can add anything on your message template before sending it.
Send Your Email
Click on "Send".
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