Insert a quick message from the mini email composer

Insert predefined content into email messages from the mini email composer.

Before you begin

Role required: email_composer

Procedure

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 Quick messages tab.
5. Select a quick message from the list.
   Note:

   Find the quick message you need by using the search bar in the Quick messages tab.
6. Add the template to your email by selecting Insert.