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How to Create and Use Quick Reply Template Messages

K
Written by Kimberly Marie Atilano
Updated over 2 years ago

Create

To create a template, follow these 6 simple steps:

  1. Go to the Templates tab

  2. Add a template title

  3. Private checkbox: If you want this template to be viewable only to you, check this box. When this box is unchecked, the template is shared with others in your company.

  4. Create your message.

  5. Mail merge fields: Click on these buttons to include them automatically.

    • First name {{FirstName}} - the first name of the contact you are sending it to.

    • Last name {{LastName}} - the last name of the contact you are sending it to.

    • Recruiter name - your full name

    • Brand name - your company name

  6. Click on the Create button to create the template

Edit

To edit a template:

  1. Go to the Templates tab

  2. From the Template List, select the template you want to edit

  3. An Edit Template modal will be displayed for your modifications

  4. Click on Submit button

Delete

To delete a template, just simply click on the Trash icon of the intended template on the Template List.

If a Trash icon is not displayed, like below, this means this is a public or shared template. Only the creator can delete it.

Use

You can use a template on the following features:

  1. Send New Message button

  2. Inbox Tab or Contacts View > Write a message

    1. Click on the 3 dots to view the templates

    2. Select Templates

    3. A Message Templates modal will be displayed. Select the template you want to use and click on the Submit button

    4. After selecting a template, it should be on the text field.

  3. Broadcast Campaign tab

    1. Go to the Broadcast Campaign tab

    2. Click on Create Broadcast button

    3. After inputting the campaign details, you can select a template from the dropdown

    4. Select the template from the dropdown

    5. After selecting a template, it should be displayed in the text field.

    6. Click on the Next button to continue the sending of the broadcast campaign.

  4. Chrome Extension

    1. On the Contacts tab, select the contact you want to send a message by clicking on their name

    2. Click on the 3 dots

    3. Select Templates

    4. A Message Templates modal will be displayed. Select the template you want to use and click on the Submit button

    5. After selecting a template, it should be on the text field. Click on the Send icon button to send the message.

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