User Guide | Text message template quick start guide for Salesforce®

USER GUIDE| Text message template Quick Start

Once your team produces and save a template with a clear name assignment that describes its purpose, employees can click and apply to anyone on a one-to-one or bulk message conversation.

Send a templated message or survey from the field with this icon:  .

Then, either send it right away or schedule it for another time.

 

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If you are you a current client and need help getting started, please reach out to your dedicated Client Success Manager or connect with us here. >>

 

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