Settings
Response templates and variables
Save frequently used replies with categories, tags and reusable variables.
Step by step
- Open Settings → Templates and select Create Template.
- Enter Template Name. Add an optional Subject, Category and Tags.
- Write Template Content and use the formatting toolbar as needed.
- Insert {{recipient_name}}, {{sender_name}} or {{company}} from Available Variables.
- Review the template and select Save Template. Use Template in the message composer to insert it.
- Filter your templates by the available categories, such as General, Support or Sales.
Inside the application
Before you continue
Review the final message after inserting a template, especially names and variables.
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