Quility Switchboard | Help Center

Taking Advantage of Templates

We have a plethora of SMS and Email Templates for each campaign and each occasion. Follow through to find out how to take advantage of them!

Written by Stefan Deretic

Updated over 2 weeks ago

1. Go to "Chats"

Go to "Chats"

2. To access a template, click on a contact and click "SMS"

To access a template, click on a contact and click "SMS"

3. After this window appears, select "Insert Snippet"

4. You can search through our entire inventory of SMS templates

5. We have templates for each campaign and are denoted by an abbreviation

For example, '#MP' refers to Mortgage Protection and '#FE' refers to final expense.

6. Select any of the templates and BOOM! Now you'll see the template in your editor. You can edit the template message and send when you are ready.

Note: While you can edit the template message in your text editor, you do not have access to edit the template itself.

7. Like SMS, you have a library of email templates as well!

And that's templates! Review them to become more efficient with Switchboard!