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How to Create and Use Messaging Templates
This article will guide you through the process of creating and using personalized messaging templates. Templates help you streamline communication, save time, and maintain consistency in your messages.
Messaging templates allow you to quickly send pre-written responses, eliminating the need to type the same message repeatedly.
Table of Contents
How to Create a Messaging Template
9 STEPS
1. The first step is to open VPM Solutions and click Messages
2. Click Templates
3. Click Add template
4. You can either choose Personal Template or Company Template.
5. Click Company template
6. Add Title in the Title box.
7. Add personalize template.
8. Click Save
9. That's it. You're done.
Here's an interactive tutorial
https://www.iorad.com/player/2593453/How-to-create-a-Messaging-Templates
Next step
How to use a Message Template
11 STEPS
1. The first step is to open VPM Solutions and click Messages
2. Click Direct Messages
3. Select the assistant you wish to message.
4. Click on the Template icon to open your messaging templates.
5. You can either use one of the pre-existing company templates or select from your personal templates.
In this tutorial, we'll be using a personal template as an example.
6. Select the personal template you wish to use from the list.
7. Feel free to edit or customize the message before sending it.
8. You can save any modifications you made as a new template by clicking on Save as New Template.
In this tutorial, we'll proceed by simply using the selected template.
9. Click Use Template
10. Click Send
11. That's it. You're done.
Here's an interactive tutorial
https://www.iorad.com/player/2617394/How-to-use-a-Message-Template
Next step