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Message templates

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Filter message templates

Instead of seeing only 4 recent templates, and then ALL templates and having to scroll through everyone's, can we either increase the RECENT section or be able to filter by our own personal templates?
about 2 years ago in Message templates 1 Backlog

Support for Embedded, tab-enabled Tables/Forms in Templates

Why Tables/Forms? Forms provide a more efficient method of entering structured data. Forms also reduce errors and encourage data consistency. Desirable Tables/Forms Features Inserting a Table, using the same style of 'Insert Table" interface found...
over 2 years ago in Message templates 0 Backlog

2nd Variable Fallback in Message Templates

In message templates, when using a dynamic variable I can create a fallback variable or text. I would like to have two fallback options, one being another variable, and a second fallback being text.
almost 3 years ago in Message templates 0 Backlog

Hide message templates

We have many different team members who do not use all of (or any of) our team inboxes, and do not need to see all of our message template folders mixed in with their personal message templates. It slows people down and is annoying to have to scro...
about 3 years ago in Message templates 1 Backlog

Tab Through to Dynamic Message Template Fields

I'd love to have to have the ability to tab through/to fields we need to upate with each email in message templates. Like custom fields that a user can open an email, insert the template, and then tab through to insert the data pertinent to that e...
about 3 years ago in Composer / Message templates 0 Backlog

[Rules] Allow modification of Message Templates in Dynamic Variables

I'm trying to build a rule that uses AI topics to send a message template response when certain topics are used. I want to send an existing message template, but add a "sent using AI" disclaimer at the end of the message. Right now, the only way t...
6 months ago in AI / Dynamic objects / Message templates 0 Backlog

Use AI to create dynamic message templates from a base template.

A lot of times in Customer Support scenarios we have to send the same message template to the same customer which isn't ideal. I think it would be really cool if a customer could input a base for a template and then AI could sent out the same mess...
over 1 year ago in Message templates 0 Backlog

Automatically capitalize name when using variables

When using message variables (using the {{ shortcut), for example if you write "Hi {{recipient.first_name}}," and the contact name isn't capitalized, then you have to manually update it. Would be great if this variable automatically capitalized th...
about 2 years ago in Message templates 0 Backlog

Notes / instructions for templates

When a CSR uses a template, there are often fill in details or instructions like "attach the receipt" that I have tried to include in the text in bold colors but even my best CSRs have shot off the email without removing my instructions during bus...
over 2 years ago in Message templates 0 Backlog

Reusable components for templates

Be able to have reusable components (Eg headers and footers) that can be referenced within templates - so it's easy to maintain a constant look and feel and easy to make one change that will be reflected across all templates.
over 2 years ago in Message templates 1 Backlog