Managing Email Templates

Templates allow you to save frequently used responses, saving your team time and ensuring consistent communication.

Creating a Template#

1. From the Email page

   From the Email page, open the compose pane and click Manage templates, or navigate directly to the /templates route if you have it bookmarked.

2. Click Create template

   Click Create template.

3. Fill in the details:

   Fill in the details:

   • Name: A descriptive name (e.g., "Order confirmation reply").
   • Subject (optional): A default subject line.
   • To (optional): A default recipient email.
   • Body: The main content of the template.
   • Team: Assign the template to a specific team, or choose "No team" to make it available globally to all operators.

Using Dynamic Placeholders#

In the body of your template, you can use {customerName}. When you apply the template to an email, Whisper will automatically try to insert the recipient's actual name.

Editing and Deleting#

• To edit, click on an existing template, make your changes, and save.
• To delete, click Delete template and confirm the prompt.

Related Articles#

• Composing New Emails