Insert a quick message from the mini email composer

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

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

    Vorbereitungen

    Role required: email_composer

    Prozedur

    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 (Apply templates icon).
      A modal opens with different types of templates.

      Apply templates modal

    4. Select the Quick messages tab.
    5. Select a quick message from the list.
      Hinweis:
      Find the quick message you need by using the search bar in the Quick messages tab.
    6. Add the template to your email by selecting Insert.