You can conveniently create, save, and manage messaging templates within your MeetAlfred account. These templates offer complete customization, granting you the utmost flexibility.
There are three types of templates available for selection:
Personal templates: These are templates that you create and manage on your own.
Team templates: These templates are shared by your team members, and you can also share them with your team.
Library templates: This is a collection of sample message templates for inspiration. They are ready for you to copy or clone.
To access your contact information, simply navigate to 'Conversations' > 'Templates'.
Create a Template by clicking on the 'Create Template' button on the Templates page.
Give your template a name and enter your messaging content, including variables if needed. You can also add attachments or hyperlinks if desired.
Categorize your template using the drop-down menu.
You can classify your templates into the following seven categories:
Additionally, there is a category called "Inbox" for general messages.
Choose between making the template "Personal" or "Shared". Personal templates will be saved to your account, while Shared templates can be accessed by other team members in your MeetAlfred subscription.
When you're satisfied, click 'Save' to finalize the template.
Creating Email & InMail Templates
You can create a save a template designated for emails or linkedIn emails by enabling the subject For email or InMail messaging templates, you can 'Add Subject' toggle button.
To create a template accessible to team members, choose the 'Team' option before saving.
Shared templates will be saved in your personal library and marked as "Shared".
To access team or shared templates, go to 'Templates' > 'Team'.
Cloning and Editing Templates
View, copy, edit, delete, or share templates by selecting the icons associated with each one.
If you have any questions, don't hesitate to contact our customer support team available 24/7 using the chat bubble on your screen, or email us at [email protected]. We're always happy to help! 😊