Sharing Message Templates

Introduction

Start with a short paragraph that:

  • Names the feature/topic

  • Explains its purpose or problem solved

  • Emphasizes the main benefit(s) to the user

Example: [Feature/Topic] helps you [do X faster / avoid Y / ensure Z]. Instead of [old pain point], you can [new efficient workflow].

Share a Template with Everyone

Explore the Message Template Library to access a wide range of prebuilt message templates for client communication, agent updates, task reminders, and more.

Who Can Do This: Anyone can view the Message Template Library. Some templates are only visible to admins.

To view the Message Template Library:

  1. Go to My Info
    • Click your name in the upper right corner, then [My Info].
  2. Open the Template Library
    • Click [Template Library] from the Message Templates section of the left menu.
  3. Browse Templates
    • Explore the full collection of ready-to-use message templates.

Share a Template with Other Admins

Explore the Message Template Library to access a wide range of prebuilt message templates for client communication, agent updates, task reminders, and more.

Who Can Do This: Anyone can view the Message Template Library. Some templates are only visible to admins.

To view the Message Template Library:

  1. Go to My Info
    • Click your name in the upper right corner, then [My Info].
  2. Open the Template Library
    • Click [Template Library] from the Message Templates section of the left menu.
  3. Browse Templates
    • Explore the full collection of ready-to-use message templates.

Using Message Templates