SMS and Email Templates in App
Summary:
Introducing the availability of SMS and Email templates directly within the app, making communication more streamlined and efficient.
Intended Outcome:
Users can quickly send standardized messages or emails to clients, colleagues, or other contacts without having to draft content from scratch every time.
How Will It Work?
Once implemented, users can access a library of pre-defined SMS and Email templates within the app. They can select a template, make any necessary modifications, and send it directly from the app.
Log in to comment and vote
Comments1
Keith Azzopardi
Sep 4, 2023
Update on SMS and Email Templates in App Feature
We're excited to announce that the feature request for "SMS and Email Templates in App" has been successfully implemented and is now active in the product!
Feature Overview:
Templates can now be used directly within the Formitize App, allowing users to send standardized SMS and Emails without the need to draft content from scratch every time. This enhancement aims to streamline communication, making it more efficient and user-friendly.
How It Works:
Templates can be accessed and used both through the Web Portal and the App.
When in a Job, Invoice, or Quote within the App, users can simply swipe right and select either SMS or Email to utilize the pre-defined templates.
The templates are designed to be flexible, allowing users to use them as-is or make any necessary modifications before sending.
This feature is especially beneficial for repetitive communications, ensuring consistency and saving time.
For a detailed overview and guide on how to use this feature, you can refer to the following articles:
Templates Overview
How do I use my Email & SMS Templates in the App?
We appreciate your feedback and suggestions, and we're committed to continually refining and improving the Formitize platform based on your needs. Enjoy the enhanced communication experience!