Guides

Creating and Using Response Templates

Responses, or canned response templates, allow you to quickly send messages with the same content that you frequently send to your users. This saves users time and helps standardize service quality.

Instructions:

  1. Go to the Settings section.
  2. Click on Responses.
  3. Click the New response template button to create a new template.
  4. Enter the following information:
    • Brand – Choose the brand that the template will be used for.
    • Name – Enter a name for the response template (choose a name that is easy to identify internally).
    • Content – Enter the message content to be sent (can be a combination of HTML and text).
  5. Click the Save button to save the template.

 

Try it out: Using a Pre-made Template

  1. Go to Team Inbox.
  2. Click to enter a conversation with a contact.
  3. Use your responses in one of two ways:
    • Search by typing the response keyword.
    • Click the Response Template button to the left of the Send button in the lower-right corner.
  4. Choose the correct response.
  5. Click the Send button to send the message to the user.