Use response templates in the mini email composer

Insert common responses into your emails by using response templates in the mini email composer instead of manually drafting a response.

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 Response templates tab.

2. Select a response template from the list.

   Note: Find the response template you need by using the search bar in the Response templates tab.

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

4. Apply a response template with a keyboard shortcut.

   For instructions on applying a response template with a keyboard shortcut, see Add response templates with a keyboard shortcut.