Use response templates in the mini email composer

Insert common responses into your emails by using response templates in the mini email composer instead of manually drafting a response.

始める前に

Role required: email_composer

手順

1. Open a Workspace record in your instance.
2. Open the mini email composer by selecting the Email tab under the Compose panel.
3. From the email footer, select the Apply templates icon ().
   A modal opens with different types of templates.

   

4. Select the Response templates tab.
5. Select a response template from the list.
   注:

   Find the response template you need by using the search bar in the Response templates tab.
6. Add the template to your email by selecting Insert.
7. Apply a response template with a keyboard shortcut.
   For instructions on applying a response template with a keyboard shortcut, see Add response templates with a keyboard shortcut.