Using Communication Templates in Aptly is an effective way to standardize and streamline professional email or SMS communication.

Use a Communication Template

There are two ways to access communication templates. 

Use Suggested Communication Templates

Aptly suggests communication templates based on keywords in the message. For example, if the word maintenance is in the message, Aptly will suggest communication template responses for maintenance related issues.

  1. If you have suggested communication templates you’ll see a pulsing blue dot on the reply button in your inbox.
  2. Click Reply and then select suggested replies. 
  3. In the right hand column, you’ll see all the suggested replies. Click on one to preview the response. 
  4. Choose Add to Reply to select it.
  5. The template will appear in your composer window with the merge fields filled in. It is best practice to make sure that you are sending out the correct template. Be sure to read the message to confirm before clicking Send. Make sure to fill in any fields highlighted in yellow before sending.

Access Communication Templates from your composer window

  1. While in your composer window, navigate to the top right corner of the window and click Insert Reply.
  2. Drill into the folders to find a communication template. Hover over a communication template to edit, preview or select it.
  3. After you select a template, it will appear in the composer window with the merge fields filled in. It is best practice to make sure that you are sending out the correct template. Be sure to read the message to confirm before clicking Send. Make sure to fill in any fields highlighted in yellow before sending.

To learn how to create a communication template be sure to read How to create a Communication Template article.

Did this answer your question?