📌 Note: All templates you create will appear for everyone in your organisation.
There are two different areas in Joy to save a template for different functions:
When sending emails/texts to clients
When creating a client record using contact/note/action
Open any client case, hover over the pink 'Create New' button and click on client contact
Click on 'Templates' 👇 to view any existing templates in your account, if you want to create a new template, click 'Manage Templates' 👇 at the bottom of the menu
On the template management screen, click 'Create New' 👇 in the top-right corner
Give your template a title and type out the content you want to standardise ✍️, such as standardised questions or common phrases
When you're satisfied with your template, click 'Save' ✅ to add it to your list of templates
To edit or delete a template, go to the template list
You can click the pencil icon ✏️ to edit, or the bin icon 🗑️ to delete a template, remember, changes you make will apply to everyone on your team
To use your template, go back to your template list and select the one you've created 👇, the title and content will appear, and you can fill in the specific details for your client
Once you've filled in the details that aren't provided by the template ✍️, save the contact or note as usual
You have now created and used a template! 🎉