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Adding a Phone Template

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  1. Adding a Phone Template

 

Click on the ‘Phone’ tab.  Please note that phone templates now apply to both inbound and outbound phone messages.

 

 

  • Enabled
  • Check the enabled tick box if this template is to be put into use immediately.
  • Template Text
  • This is the message that is sent out automatically based on the auto response rules specified. Template Field names allow data to be automatically inserted from the customer’s details where the channel address/ number only match one customer.
  • Template Text: content can be formatted and managed in the following way.
  • Spell checker
  • Font Style, Size and Colour
  • Font Bold, Italics and Underline
  • Text Highlighting
  • Cut, Copy or Paste
  • Undo or Redo
  • Remove formatting
  • Upload HTML

 

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