Templates in RemOnline help you to quickly respond to clients in chats, saving time and increasing communication efficiency. In this article, you will learn how to create, edit, delete, and use templates in chats, as well as how to work with WhatsApp templates. It is an easy way to automate routine responses and provide a high quality service.
Creating RemOnline templates
To create a RemOnline template:
1. On the Chats page, open any chat.
2. In the message text input field, click on the template symbol.
3. Click “+ Template”.
4. Enter name and text of the template.
You can also use the following variables in the template text:
{Client First Name} - first name of the linked client.
{Client Last Name} - last name of the linked client.
5. Save the template.
The maximum length of a template text is 1000 characters.
The maximum number of RemOnline templates is 20.
Editing and deleting RemOnline templates
To edit a template, find the desired template in the list and click the edit icon. Make the necessary changes and save the template.
To delete a template, open the template editing window and click the delete button. A deleted template cannot be restored.
Using templates
RemOnline templates
You can use RemOnline templates in any chat. To do this, open the desired chat and open the list of templates by clicking on the template icon.
Select a template, edit it if necessary, and send the message.
If you have already entered a message in the text input field, the template will completely replace it.
WhatsApp templates
You can use both Twilio and RemOnline templates in WhatsApp chats.
To do this:
Open a chat with a client in the WhatsApp channel.
In the message text input field, click on the template symbol.
Go to the tab with the templates you want to use.
Choose the template you want and use it in your message.
Please note:
If more than 24 hours have passed since the last WhatsApp chat message, you can only start a new conversation with your client using a Twilio template.
Unlike the RemOnline template, the text of the Twilio template cannot be edited after it is added to the input field.
Learn more about creating and using Twilio's WhatsApp templates in this article.