Use the Message Templates to quickly and easily send common messages to your clients without having to copy and paste. Read below to see all the details.
Creating a Message Template
- On the bottom left-hand side of Flow, you will see an icon labeled Message Templates.
- If you click on the icon you will see the Message Templates page.
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- Clicking the +Add New button will create a new message template where you can include a name and the text you want in the Message template.
- Once you click *Save,* your message template will be ready to use in Conversations.
Inserting Tags to a Message Template
Tags allow you to personalize your messaging and will automatically populate the information once the template is added to your conversation.
- Select the Insert Tag option and select the tag you would like to use from the drop-down.
Supported Tags:
- Client First Name
- Client Name
- Clinic Name
- My Name
- Pet Name
- Pet Portal Links for Clients
- Pet Portal Links for Pets
Attaching Forms to a Message Template
You can attach one or more of your clinic's forms to a template so they send automatically with the message. This works well for things like post-surgery follow-up forms, transfer intake forms, or consent forms that go out with a pre-written message.
- In the template editor, find the form dropdown (document icon) next to Insert Tag.
- Click it and search for the form you want.
- Check the box next to each form you want to attach. You can select more than one.
- Click Save.
The selected forms will be sent along with the template whenever you add it to a conversation.
Editing a Message Template
- Click the Message Templates icon on the bottom left-hand side of Flow to open the Message Templates page.
- Find the template you want to change and click on it.
- Update the name and/or the message text. You can also use Insert Tag to add or swap tags, or use the form dropdown to add or remove attached forms, the same way you would when creating a template.
- Click Save. Your changes apply to the template right away.
Adding a Message Template in a Conversation
- On individual conversations, you'll see a Message Templates icon.
- Clicking this icon will surface a list of all the templates your clinic has created.
- Once you select a Message Template, the text from that template will appear in the conversation text box.
- This will also work if you are on the Note tab as well (ex. you can create a SOAP notes template).
- Once a template is loaded in the conversation text box, you'll have the option to edit any details and/or add attachments before clicking Send Message.