Templated Messages are a good tool to address routine correspondence that generally requires the same response every time. When selected, the message you typed will automatically appear in the Reply section of your Conversation.
Add a Templated Message
Click the Profile Icon and select Manage Organization
Select Templated Messages from the left-hand menu
Click Add Templated Message
Complete the fields
Name: The name of the Templated Message
Note:
It is recommended that you name a Templated Message for its intended use (such as Holiday Closure, Thank You, or Animal Requests).
Body: The content of the Templated Message
Check the Enabled checkbox
Note:
This box must be checked for the Templated Message to be used.
Click Create
Edit a Templated Message
Click the Profile Icon and select Manage Organization
Select Templated Messages from the left-hand menu
Click the Action Menu and then Edit for your desired Templated Message
Make the necessary edits
Name: The name of the Templated Message
Note:
It is recommended that you name a Templated Message for its intended use (such as Holiday Closure, Thank You, or Animal Requests).
Body: The content of the Templated Message
Ensure that the Enabled checkbox is checked.
Note:
This box must be checked for the Templated Message to be used.
Click Update
Delete a Templated Message
Note:
A deleted Templated Message cannot be recovered. A deleted Templated Message must be recreated. View the Add a Templated Message section for more information.
Click the Profile Icon and click Manage Organization
Select Templated Messages from the left-hand menu
Click the Action Menu and then Delete for the desired Templated Message
Click OK on the confirmation pop-up
