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

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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.

1. Navigate to your Inbox.

1 Click here.

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

2 Afterwards, click on "Add Template (Snippet)".

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

3 Upload

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

4 Click on "Add Text Template (Snippet)".

5. Enter your desired template name.

5 Click here.

6. Select the custom values for your template.

6 Click on "Custom Values".

7. Choose the appropriate trigger links for your template.

7 Click on the element.

8. Compose the body content for your template.

8 After that, click here.

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

9 Upload

10. Alternatively, attach files if desired.

10 Click on "Attach File".

11. Save your changes to finalize the template.

11 Following that, click on "Save".

12. Test the template using a contact number.

12 Upload

13. Finally, send out the test.

13 Upload

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