Text Templates

To save time in sending frequently sent text messages.

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Transcript

How to Create Text Templates:

1. Go to "settings" within your Intaker dashboard.

2. Select "text templates."

3. Choose "add a template" to create new ones.

4. Remember to hit "save" at the end.

Caution:

  • Always check the pre-filled fields when you're sending the templates.
  • This can only be done by a user with admin-level access.

Pro Tips:

  • You can send and receive photographs via text.
  • Use cases for templates
  • Request reviews directly to your Google my Business page (get the link from GMB profile).
  • Decline cases and share more resources, e.g., local bar associations.
  • Ask frequently asked questions.
  • Select the dropdown menu that says "choose a template" in business texting.
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