In the fast-paced world of digital communication, efficiency and consistency are key. That's why we're thrilled to roll out the new Message Templates feature on our platform. This feature is a powerful tool designed to help you communicate effectively while maintaining a consistent messaging across your organization.
What are Message Templates?
Message Templates are pre-written text formats that can be used to send standard messages. This feature can be accessed from the Inbox page and the Broadcast create page of our platform.
Why Use Message Templates?
The primary benefits of using Message Templates include:
Time Savings: Craft messages once and use them repeatedly, saving precious time.
Consistency: Ensure uniform communication across different departments and team members.
Error Reduction: Minimize the risk of mistakes in routine communications.
Personalization: Customize messages with fields and emojis to add a personal touch.
Professionalism: Maintain a professional standard of communication with well-crafted templates.
How to Access and Create Message Templates
To utilize the Message Templates feature:
Navigate to your Inbox or the Broadcast Create page.
Click on the flag icon, which will bring up a modal window.
Step-by-Step Guide to Creating a New Template
Inside the modal, click the "Create Template" button.
A form will appear. Here, enter the title of your template in the 'Template Title' field.
Write the message you wish to the template in the 'Message' field.
Personalize your message with custom fields for names, dates, or any other relevant information.
You can add emojis for a touch of engagement or to convey tone.
Organization-Wide or Private Use
Below the message body, there is a toggle that allows you to choose between making your template available for organization-wide use or keeping it for private use.
Organization-Wide Templates: Select this option if you want your template to be available to all team members. This is ideal for standard notifications, alerts, and greetings that need to be uniform across the company.
Private Templates: Choose this if the template is specific to your role or if it contains information not pertinent to the wider organization.
Understanding the Template Tabs
Under the toggle switch are three tabs that categorize the templates:
My Templates: This tab displays the templates you have personally created. You can edit or delete these templates as needed.
Organization Templates: This tab contains templates that have been set as organization-wide. These templates ensure that messaging is consistent and standardized across various teams and departments.
Suggested Templates: This section provides pre-made templates that are commonly used in business communication. They serve as excellent examples or starting points for creating your templates.
Deep Dive into the Tabs
Let's take a closer look at each tab:
My Templates
Here you'll find a list of templates you've created. You can manage these templates, making quick edits or duplicating them for different purposes. This personal library helps you respond rapidly to common inquiries or send routine messages.
Organization Templates
The templates you find here are curated by your organization's administrators. They are designed to help maintain a unified voice when communicating key messages internally or externally.
Suggested Templates
For those who are new to creating templates or in need of inspiration, the Suggested Templates tab offers a variety of examples. These are the most common templates that we see customers use. Feel free to use as needed.
Questions? Chat with us or email [email protected]