How do I Send a Template? (Desktop)

Sending messages using templates can be a time saver.  To send a template, please follow these instructions: 

1. In the menu on the left side of your "Dashboard," click "Messages"
   
   
    
2. Click the "+Message" button found above the list of existing conversations next to the "Filter by Contact Name" field
   
   
    

3. Type the name of the contact that you want to send a text message into the "Search Bar" 
   
   
     **BE SURE TO CLICK ON THE FILTER ICON TO MAKE SURE YOU SEARCH FOR ALL CONTACTS (CRM AND MRC) **

 4.      Click "Search" to search the name you typed into the "Search Bar"



 

5.         In the search results, find and click on the correct contact



 

6.       Click the "Paperclip Icon" on the bottom right next to the "Send Button" 



 

7.       In the menu that expands upward, click "Templates"



 

8.      Click the name of the template you want to utilize to populate this into the message text box



 

9.      Once the template has populated into the message text box, click the "Paper Airplane Icon" to send the message



 

10.   Once the template has been sent it will appear in your conversation history with the contact you sent this to