Insert a quick message from the mini email composer

Insert predefined content into email messages from the mini email composer.

Before you begin

Role required: email_composer

Procedure

1. Open a Workspace record in your instance.

2. Open the mini email composer by selecting the Email tab under the Compose panel.

3. From the email footer, select the Apply templates icon (

A modal opens with different types of templates.

1. Select the Quick messages tab.

2. Select a quick message from the list.

   Note: Find the quick message you need by using the search bar in the Quick messages tab.

3. Add the template to your email by selecting Insert.