Save reply templates and files for the Inbox

Create a template

1. Go to Inbox › Templates.
2. Click New template.
3. Fill in Name and Message. Use Merge tag or Asset in the toolbar to add tags or files.
4. Under Available at, keep All venues (organisation-wide) or choose a venue.
5. Click Create template.

Use them in a reply

1. In an email conversation, click Template, choose one and click Use template. Or click Asset, choose a file and click Insert.
2. Click Send.

Check it worked

The template shows on Templates, and the file on Media.

Good to know

• A new folder (All files › New folder) is kept only once a file is uploaded into it.
• A template set to another venue shows, but cannot be used in that conversation.
• Only Admin, Moderator, General Manager and Bookings Manager can see Inbox.