Templates allow Index users to quickly send customizable text responses to new or existing customers at any time. We automatically created three standard templates, but feel free to customize them to fit your business needs.
To send a Template while in a message:
- Tap the
located in the menu under the text box. - A list of your current Templates will display, allowing you to tap on the Template you want.
- You can select multiple Templates to send in one message. (Tap the enter key to space out each Template.)
- Tap the arrow to send your Template message.
- If needed, you can edit/customize the Template in the text box prior to sending it.
Note: If you select & send multiple Templates to your customer, your logo (if included) will attach with each Template thus creating multiple logo attachments. To remedy this, simply delete the logo from the text prior to sending (or choose to include your logo in some Templates, but not in others).
To send a Template while in a message:
- Tap the located in the menu under the text box.
- A list of your current Templates will display, allowing you to tap on the Template you want.
- You can select multiple Templates to send in one message. (Tap the enter key to space out each Template.)
- Tap the to send your Template message.
- If needed, you can edit/customize the Template prior to sending it.
Note: If you select & send multiple Templates to your customer, your logo (if included) will attach with each Template thus creating multiple logo attachments. To remedy this, simply delete the logo from the text prior to sending (or choose to include your logo in some Templates, but not in others).
Questions? Submit a request.