How do I Send a Template? (Desktop)

Sending messages using templates can save you time. Follow these steps to send one.

How Do I Send a Template?

1. In the menu on the left side of your Dashboard, click Messages.
   
2. Click + Message, found above your list of existing conversations next to the Filter by Contact Name field.
   

3. Type the contact's name into the search bar. Note: Click the filter icon to make sure you're searching across all contacts — both CRM and MyRepChat

   

4. Click Search.
   

5. Find and click the correct contact in the search results.
   
6. Click the paperclip icon at the bottom right, next to the Send button.
   
7. In the menu that expands, click Templates.
   
8. Click the name of the template you want to use — it populates into the message text box.
   
9. Click the paper airplane icon to send the message.
   
10. Once sent, the template message appears in your conversation history with that contact.