How to Create and Use Message Templates
If you find yourself typing the same answers repeatedly, Message Templates (Snippets) will save you hours of work.
Step 1: Access Text Templates
Navigate to Conversations > Templates in the top menu. Click Add Template and choose either Text or Email.
Step 2: Draft Your Template
Give your template a clear name (e.g., "Directions to Office"). In the message box, draft your response. You can use Custom Values like {{contact.first_name}} to automatically personalize the message for each recipient.
Step 3: Use Templates in the Inbox
When replying to a conversation in the Unified Inbox, click the small document icon (Use a Template) below the text input box. Select your template from the dropdown, and it will instantly populate the chat box for you to send!
Was this article helpful?
New to CastaLink? Discover how our all-in-one platform can help you capture and close more leads.
Learn More
