Welcome to our step-by-step tutorial on how to add templates for text and emails, a must-have feature for businesses that manage large volumes of customer interactions daily.
This method enables a quick, consistent, and efficient response to the most common customer inquiries. With customizable fields and optional trigger links, you’ll streamline communication while providing a personalized experience.
Table of Contents
Adding Templates For Text And Emails
- Identify Common Queries: Recognize frequent customer questions, such as operation hours, payment methods, etc.
- Click Conversations in the navigation menu on the left of your screen. This will get you to the Conversation section. Locate and click the Templates tab.
- Click Add a Template and choose either Text Template or Email Template.
- Give your template a descriptive name,(e.g ‘Hours of Operation’).
- For Email Template; Additional step of adding a Subject Line.
- Compose your pre-written response for the common query.
- Use Custom Values: Include customizable fields (like first name, phone number, etc.) that will auto-fill with customer data.
- Add Trigger Links: Optionally, insert tracked links to monitor customer actions and interactions.
- Once your message is satisfactory, save it for future use.
- Using the Template: When a common query comes in, select your saved template from the dropdown and click SEND.
Remember: We strongly suggests creating both email and text templates for each type of query, enabling the business to respond swiftly whether a customer reaches out via text or email. The goal is to streamline and expedite the customer response process.
And there you have it – your guide to setting up text and email templates to greatly enhance customer interaction efficiency.
By creating and using these pre-written responses, you can significantly reduce your response time and ensure your customers always receive accurate, consistent information. Start implementing this today, and watch your customer communication process become a breeze.