Manage your Templates
How to Create a Folder and Manage Your Message Templates
In this guide, we will walk you through the process of creating a folder and managing your message templates effectively.
Step-by-Step Guide
1. Create a Folder
- Click on “Create Folder”.
- Provide a name for the folder.
- Select how you want users to access the folder in the templates.
2. Move Existing Templates
- Move your existing templates from the “All” filter directly into the newly created folder.
3. Access Templates
- Once templates are arranged in the folder, users can only access the templates they have explicit permission to use.
Example Usage in Converse Desk
1. Open a Conversation
- Open a conversation from the Converse Desk.
2. Add Template
- In the chat window, click on the “Add Template” icon at the bottom.
3. Select Folder and Send
- In the “Select Template” modal, you will now see a “Select Folder” option.
- Click on “Select Folders” and choose a folder from the drop-down menu.
- You can now view the templates being managed within the folder (visible only if you have access).
- Select a template and click the “Send” button in the chat interface to send your message.
