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what are templates and how do i create one
What
are
templates
and
how
do
I
create
one
?
Create
templates
for frequently sent messages…
How
do
I
Create
a Template?… Fill out the Name, Template Type (E-mail or SMS)
and
what
teams have access to the template
and
click
Who else has access to
templates
?
See who can view
and
edit
templates
… While some
templates
are
only useful to just
one
team, others might be helpful to everyone… Who can edit a
template
?
What
are
services
and
how
do
I
create
them?
Learn
what
services
are
and
how
you can setup services to customize your Endear Appointments… The service will have default settings that dictate when
and
how
it can be booked by customers… Services
are
essentially types of Appointments
What
are
booking links
and
how
do
I
create
them?
Learn about booking links
and
how
to they customize your appointments capabilities… Helpful for things like parking,
what
to bring,
and
generally
what
to expect during the appointment… Why
do
I
need a booking link?
How
do
I
view
and
filter my
templates
?
Learn
how
to access
and
filter your
templates
from your Inbox module… For more information on
how
to
create
new
templates
, refer to this article. 1… Applies to: All You can easily view
and
filter your available
templates
in your Inbox module
What
are
merge fields
and
how
do
I
use them?
Learn
how
to personalize your message with customizable personalized bulk emails or text messages using Merge Tags… Merge fields
are
variables which
are
replaced by the matching information when your message is sent… Once you have finished writing your message, select Preview to see your message
and
how
it will look
What
are
message statuses
and
how
do
I
change them?
How
do
I
change a message's status?… Learn more about
how
your inbox sections work… At the top of the conversation you can press +Actions to Block to block a customer
and
no longer view
What
is a note
and
how
can
I
record
one
?
Learn
how
notes let you document important customer information
and
share this knowledge across team members… Notes
are
shared across your team
and
allow you to easily share important customer information with
one
…
How
can
I
add a note?
How
do
I
create
a Campaign?
Learn step-by-step
how
to
create
a Campaign…
One
time Campaigns - Choose a start
and
stop time
and
how
many recipients can receive the campaign before…
How
do
I
build a Campaign?
What
are
Story default settings
and
how
do
I
use them?
Learn
how
to set up Stories for your team… Adjust your Stories' Settings Default Details: Font Family: Change
how
the default text… Shopify checkout is enabled, they can add the item to their cart Clickable: Items can be clicked
and
