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Grow | Template Responses

Do you find yourself reiterating the same information over and over? How about sending a templated response with a click of a button?

Updated over a week ago

Template responses can be used to send a text or an email response to common questions. You can use them for appointment links, or other common questions that you find yourself responding to over and over. Save yourself time and use these template responses.


2. Click on Email Marketing

Click on Email Marketing

3. Click on Templates

Click on Templates

4. Create a text template or an email template

Create a text template or an email template

5. Name your template

The name you use here is not visible to customers

Name your template

6. Begin typing your templated response

Begin typing your templated response

7. you can see what the text will look like in the live demo view

you can see what the text will look like in the live demo view

8. Click on Save

Click on Save

9. Your template will live here now, and you can edit or make changes to it later as needed

Your template will live here now, and you can edit or make changes to it later as needed

10. to send a templated response, head over to "conversations"

to send a templated response, head over to "conversations"

11. From the conversations tab, select the message you want to send a template response to

From the conversations tab, select the message you want to send a template response to

12. Click on Send SMS/Email

Click on Send SMS/Email

13. When the blank text box appears find the template button

When the blank text box appears find the template button

14. Click on the use a template button

Click on the use a template button

15. After the pop-up appears got to the drop down menu

After the pop-up appears got to the drop down menu

16. From the drop down, select your template

From the drop down, select your template

17. Click on Use Template

Click on Use Template

18. your template will insert into the text box automatically. Click Send to send your message

your template will insert into the text box automatically. Click Send to send your message

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