MS365 – Creating and Using Templates

Microsoft 365

TrueDialog Integration

This article will teach you how to create, edit, and utilize templates in your Conversations. A template comprises pre-written text that you can easily insert into your message. It is important to note that templates are only available in Conversations messaging.

Creating a Template

1. Click the Templates tab.
2. Click Create New Template.

   

3. In the Name textbox, enter a template name. Note: The template name must not contain spaces.
4. Enter the template message in the Template textbox.
5. (Optional) The Template textbox can be resized by clicking and dragging the resize icon in the box’s bottom right corner.

   

6. (Optional) Click a Dynamic Value to append it to the end of the text in the Template textbox. When a message containing Dynamic Values is sent, the corresponding attribute value for the contact will be inserted into the message. If the selected attribute for the contact is blank, [Empty] will be added to the message instead.

   

7. Click Submit.

   

Editing a Template

1. Click on the Three Horizontal Dots at the end of the row for the template you want to edit.

   

2. Click Edit.

   

3. (Optional) Edit the Name textbox.
4. (Optional) Edit the Template textbox. The Creating a Template section above provides instructions for adding dynamic content.

   

5. Click Submit to save the changes.

   

Using a Template

1. Click the Conversations tab.
2. From the left sidebar, click the contact to send the template.

   

3. Click the Select a message template dropdown.

   

4. Select the template to use.

   

5. Once selected, the template’s message will appear in the Message textbox.

   The template will overwrite everything in the Message textbox.

   

6. (Optional) Edit the Message textbox to change or add to it.
7. Click the Paper airplane icon to send your message.

   

8. If your template included Dynamic Values, you will see the actual values sent to the contact in the message thread.