Effortless Communication: Adding Text Templates (Snippets) in Your CRM

Streamline your messaging process with this guide on adding text templates, also known as snippets, in your CRM. Discover how to create reusable snippets of text for common responses or messages, saving time and ensuring consistency in your communications. This article provides step-by-step instructions on how to add text templates, including tips for organizing and categorizing them for easy retrieval. Whether you're responding to frequently asked questions, sending out standard notifications, or personalizing outreach efforts, mastering text template addition empowers you to communicate more efficiently and effectively in your CRM platform.

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1. Navigate to your Inbox.

2. Select the 'Template (Snippets)' option.

3. Now, choose 'Add Template (Snippet)' from the list.

4. Next, click on 'Add Text Template (Snippet)'.

5. Enter your desired template name.

6. Select the custom values for your template.

7. Choose the appropriate trigger links for your template.

8. Compose the body content for your template.

9. Add any files to your template via URL if necessary.

10. Alternatively, attach files if desired.

11. Save your changes to finalize the template.

12. Test the template using a contact number.

13. Finally, send out the test.

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