⚠️NOTE: To use texting in iA, you must first go to CRM Settings > Integrations > TwilioConnect and complete the integration steps.
Create and design Text Templates for consistent communication.
Click Settings from the iA Menu
Click, CRM Settings
Click Text Templates
Click +Create Template
- Enter a Template Name
- Create the email Subject
- Create the Body - use the Rich Text Editor to create each of your templates
Create the Template Name to easily locate in selecting from the template dropdowns.
Use Merge Tags to ensure each text is automatically personalized when sending in bulk.
Select the Share Settings
Private - only you as a user will be able to use it.
Public - all users (Agents/Admins) will be able to use.