If you'd like to add a template to a message, you will first need to create it on the Templates page. To access the Templates page, click on the Marketing dropdown menu and select Templates.
To get started, click the "New Template" button up at the top right. Give the template an identifiable name, and write in the message that you'd like to send to your customers. You may include keywords listed below the text box; these will autofill with the customer's unique information when the message is sent.
When finished, click "Save" and Chatavise will store this template for use later. If you'd like to edit this template down the line, click on the pencil icon on the Templates page.
From here you'll be able to edit the message like previously, but you will also be able to add links and surveys to the template on this page. To attach a link, scroll down to the Links section and select the one you'd like to add. Once the box has been checked, click the "Update Template" button to add in the link.
The same method applies when it comes to including a survey in a template; just select the surveys tab and pick the survey you'd like to attach to your template.
Marking a template as inactive will remove that template from your selection when it comes to picking a template on the main Chats page. If you find that a template is outdated and no longer of use, it's best to mark it as inactive. You can do this from the editing page; just deselect the active checkbox and click "Update Template".
If you have multiple templates you use, you can favorite the ones you use most to make them easily accessible.
If you'd like to include a template in a message, click on the clipboard icon and select "more templates" button from a selected customer's chat window. You can select your favorite from the list of templates and it will be added to the text box. Select a different template and it will override the original template selected. Templates that include keywords will autofill with the customer's unique information automatically when the message is sent to the customer.
