Get Started
Skip to main content
< All Topics
Print

Managing Text Templates

Posted
Updated
Bytimothy A
Views10

Overview: 

Managing text templates allows you to create, edit, and organize reusable message formats used for communication within the system. This helps ensure consistency, saves time, and improves efficiency when sending repeated or standardized messages.

Follow these steps to manage text templates: 

Step 1: On your dashboard, click the user dropdown menu in the top-right corner.
Step 1: On your dashboard, click the user dropdown menu in the top-right corner.

Step 2: From the dropdown menu, click Settings to navigate.

Step 2: From the dropdown menu, click Settings to navigate.

Step 3: You will then be taken to the Settings page. Scroll down and click on Templates to continue.

Step 3: You will then be taken to the Settings page. Scroll down and click on Templates to continue.

Step 4: You will then be redirected to the Templates section, where you will be in the Text Templates section by default.

Step 4: You will then be redirected to the Templates section, where you will be in the Text Templates section by default.

Step 5: You can create a new category by clicking the Add Category button below.

Step 5: You can create a new category by clicking the Add Category button below.

Step 6: You can view all the templates by clicking the Previous and Next buttons located below.

Step 6: You can view all the templates by clicking the Previous and Next buttons located below.

Step 7: You may also edit and delete a specific template as long as it is a Company category type.

Step 7: You may also edit and delete a specific template as long as it is a Company category type.

Step 8: Once a template is selected, you will be taken to its page, where you can manage existing templates. You can edit and delete the selected template, or create a new one by clicking the Add Template button.

Step 8: Once a template is selected, you will be taken to its page, where you can manage existing templates. You can edit and delete the selected template, or create a new one by clicking the Add Template button.

Step 9: To edit or delete an existing template, simply hover over it to view the hidden icons.

Step 9: To edit or delete an existing template, simply hover over it to view the hidden icons.

Step 10: Once Edit is selected, you will be taken to the Edit Template section. You can now modify the template message, change the template category using the dropdown menu, and optionally attach an image if needed.

Step 10: Once Edit is selected, you will be taken to the Edit Template section. You can now modify the template message, change the template category using the dropdown menu, and optionally attach an image if needed.

Step 11: After managing your template, click Save to proceed. A pop-up notification will confirm the action.

Step 11: After managing your template, click Save to proceed. A pop-up notification will confirm the action.

No related posts.

Table of Contents
Scroll to Top

Software Login

app.deposyt.com

Login

Merchant Login

deposytdashboard.com

Login