Using Message Templates in OctopusCX Dashboard
- Mack Baczynski
Analytics
Navigate to the Messaging Templates page by;
Hovering over the navigation menu to the left
Left click on Messaging
Left click on Message Templates in the dropdown menu
Once you have completed the steps above, you will see a similar page to the one below:
To create a new template, locate the Add Template at the top right of the screen.
Once clicked, a box will be displayed asking for a Template name and Template content.
Next, enter the template name below and the template content.
Next, click the Add button to add the template to the list.
The newly created template will now be displayed in the list of templates on the messaging templates page.
You can use filter options to search and find a specific template by searching for it.
To search for a template, find the search bar above the templates list.
Here, enter the Template name or Template content.
When entered, you will see a list of results below with the keywords entered in the search tab.