Message templates allow users to save time when sending the same text message to different clients. Hearsay provides two types of message templates:
- Organization Templates - created by administrators and are available to all users within an org. Individual users can't create Organization Templates, they can edit admin-created Organization Templates before sending. Published Organization Templates are available in Hearsay Desktop, the Hearsay Mobile apps for iOS and Android, as well as Embedded Relate for Salesforce. Administrators can learn how to create and manage Organization Templates.
- Workspace Templates - created by individual workspace owners and delegates and are only available within the workspace where they’re created. Workspace Templates can only be created in Hearsay Desktop. They can be edited before sending and are available in Hearsay Desktop and on the Hearsay Mobile apps on iOS and Android.
Some organizations have opted not to enable the Text Message Templates features.
Follow these steps to use text message templates on your iOS or Android mobile device:
- Open the Hearsay Mobile app.
- In the bottom menu, tap Conversations.
- Select an existing conversation or tap the New Message button in the bottom right.
- In the bottom-left of the message composer, tap +.
- Select Use a Message Template.
- Select a template from the drawer, then tap Use Template. Workspace templates are listed under My Templates.
- The selected template will be pasted into the message composer, where the template’s text can be edited and the message can be sent.
NOTE: If an admin has not created any Organization Templates, then no options will be made available to users. Organization Templates needs to be enabled at the organization-level for it to be available. Admins can learn how to create and manage Organization Templates here.