Add global communication templates to your Aptly account through company settings or right in your composer window. Instead of writing the same email or text over and over again, use communication templates to reply faster and consistently across your team.  

In this article, you'll learn:

  1. How to create, edit and delete communication templates in company settings
  2. How to create and edit communication templates from your composer
  3. How to use basic and Aptlet merge fields in communication templates

How to create communication templates in company settings

From the Communication settings, click on the Add Template button in the upper-right corner:

Add details to the template. You can even upload corresponding attachments and use merge fields (see more about merge fields below):

How to edit communication templates in company settings

From the Communication settings, click the edit icon next to the communication template you'd like to edit. Once you're finished editing, click Update.

How to delete communication templates in company settings

From the Communication settings, click the trash icon next to the communication template you'd like to delete. Click OK to permanently delete the template.

How to create communication templates from your composer

From your composer window, click Save Reply to save your message as a communication template.

💡 This will save your reply as a "quick reply" filed under Other. To file this communication template under the appropriate Topic, click Insert Reply. Select the quick reply and click Edit. Change the name to be more descriptive and select a Topic to file the communication template under. This will make it easier for you and your team to find later.

You can also click Insert Reply, then click New Template in the bottom left corner of your composer to create a new communication template.

How to edit communication templates from your composer

From your composer window, click Insert Reply. Drill into the Topic folders to find the communication template you'd like to edit. Hover over the communication template and click Edit. Once you're finished editing, click Update.

💡 You can't delete communication templates from your composer. You must be an admin to delete communication templates from your communication settings.

How to use basic merge fields in communication templates

Using basic merge fields like First Name allows you to maintain a level of personality while streamlining conversation responses. 

Merge fields will auto-populate when sending messages to a contact. The contact must be in the To field in a composer box in order to work:

How to use Aptlet merge fields in communication templates

Aptlet merge fields will pull information from an Aptlet card into an email or SMS. This allows you to auto-fill important information you consistently relay to your contacts like dates and statuses.

Here's what a template configuration looks like with merge fields vs what the actual email looks like once those merge fields are auto-populated:

Add Aptlet merge fields by clicking an Aptlet board icon in the communication template configurations.

Use the dropdown menu to select the information you'd like to pull and populate in an email. Do not change any of the formatting, no matter how strange it looks. Your contact will not see the formatting as long as their name is entered in the To field of an email or text message:

How to create communication templates from your composer

From your composer window, click Save Reply to save your message as a communication template.

💡 This will save your reply as a "quick reply" filed under other. To file this communication template under the appropriate Topic, click insert reply. Select the quick reply and click Edit. Change the name to be more descriptive and select a Topic to file the communication template under. This will make it easier for you and your team to find later.

You can also click Insert Reply, then click New Template in the bottom left corner of your composer to create a new communication template.

Sentiment Based Communication Templates
Responding with Communication Templates

Did this answer your question?