If you find yourself typing out the same message repeatedly, it's better to save it as a template. Templates are pre-designed messages that allow you to send consistent, well-crafted responses to common inquiries or communications with just a few clicks. This saves your team time and minimizes the risk of errors.
To create a template, follow these instructions:
1. Click "Templates"
2. Click "Add Template"
3. Name your template
4. Create your templated message
You can include a first name variable in your templated message. Just click the (x) button and choose First Name. Now, the template will populate with the first name of the contact when you are using it.
5. Finish your message
6. Set the permissions for the template
If you set it to Organization, everyone in the Whippy organization can see and use it.
If you set it to Location, only those who have access to the location can see and use it.
If you set it to User, only you can see and use it.
7. Once you set your permission, click "Save Template"
To use your template, follow these steps:
1. Click "Inbox"
2. Choose a conversation
3. Click "Templates" at the bottom of the message editor
4. Choose your template
You can scroll through your templates or search for them.
5. Now you will see your template populate into the message editor
You can also use this template in a Quick Campaign or Campaign.