Using Message Templates
Text message templates help to save time and boost productivity by allowing you to quickly respond to frequently asked questions, create a more personalized customer experience, and ensure that your team has a unified voice when talking with customers.
Message Template Types
Default Templates
To get you started, we've automatically included a few default message templates in your template center. The default templates cover many of the basic Frequently Asked Questions including:
- Hours of Operation
- Product samples & recommendations
- Information requests
- Review Requests
You can check out the default templates by clicking the Templates button within any message, or in the Templates section of the dashboard settings.
Custom Templates
We know everyone's business needs are different, so we highly recommend adding your own custom message templates that are personalized to your business. What messages do you find your team consistently repeating over the phone, text, etc? Do you confirm appointments? Do you send thank you messages? Is there certain information you need to ask everyone for?
A few common opportunities for custom templates include:
- Frequently Asked Questions
- Scheduling Confirmation
- Upcoming Event Details
- Booking Reminders
- Special Orders
You can manage your custom templates by clicking the Templates button within any message, or in the Templates section of the dashboard settings.
Using Message Templates
To use a message template, click the Templates button within any message, then select the template you would like to send.
The template will automatically populate in the message box. Include any extra information, links or details needed, then click the green arrow button to send.
Message templates are also available in the NextPaw Mobile App! To use a template on mobile, tap the Templates button at the bottom left of a message. Then tap the template you'd like to send.
The template will automatically populate in the message box. Include any extra information, links or details needed, then tap the green arrow button to send.
Creating a Custom Template
To create a new template, click the Templates button within any message. Then click Create New.
*You can also add new templates in the Templates section of the dashboard settings.
Add a Name to your template. Then, add your Template message.
*The name of your template will not be displayed in the template message.
To add personalized information about your customer or your business to the message, click the information card icon in the bottom left corner of the message field.
Then select the personalized information tag you'd like to use.
*Our system will automatically fill in the correct information for the personalized information tags.
Add an eye-catching photo to your template. Click Upload and select your photo, then click Save.
*This is the perfect place to include a photo of your business, a grooming contract, or your self-serve dog wash tubs!
You should now see the new custom message template in the templates section of the messenger and in the templates tab within your dashboard settings.
Managing Your Message Templates
Quickly find templates by utilizing the search bar within the Templates selector. Search for the template's name or keywords used in the template's message.
You can add, edit, clone, or remove custom message templates in the Templates tab of your dashboard's settings. Default messages cannot be edited or deleted but can be cloned for personalization.
