How do I add a template for a Direct Message?
Adding a template for a direct message is a great way to save yourself time, if you repeatedly send the same kind of message. This might be particularly useful when sending a smart form to a patient for completion.
To add a template:
Create -> Message
Click on Send Direct Message and select a recipient from the available list
Once the message screen has opened, select Manage:
![](https://storage.crisp.chat/users/helpdesk/website/33a15150e6e90200/f7eb2b35-370c-4aa7-80a6-b1ad53_1tc34qh.png)
Select New Template
Specify the name and body of the template
To insert variables into your message, select VAR and choose them from the dropdown list:
![](https://storage.crisp.chat/users/helpdesk/website/a98016637cce8000/775c6750-609a-44ee-9686-8fb83b_sqrji1.png)
Once you are happy with the content, click Save:
You will see a green Template Created banner and be taken back to the list of available templates, where you will see your new template in the list:
![](https://storage.crisp.chat/users/helpdesk/website/bf7bf95914c4f800/162d8760-751d-4e81-80d3-c5ceff_1ihhuj5.png)
To add a template:
Create -> Message
Click on Send Direct Message and select a recipient from the available list
Once the message screen has opened, select Manage:
![](https://storage.crisp.chat/users/helpdesk/website/33a15150e6e90200/f7eb2b35-370c-4aa7-80a6-b1ad53_1tc34qh.png)
Select New Template
Specify the name and body of the template
To insert variables into your message, select VAR and choose them from the dropdown list:
![](https://storage.crisp.chat/users/helpdesk/website/a98016637cce8000/775c6750-609a-44ee-9686-8fb83b_sqrji1.png)
Once you are happy with the content, click Save:
You will see a green Template Created banner and be taken back to the list of available templates, where you will see your new template in the list:
![](https://storage.crisp.chat/users/helpdesk/website/bf7bf95914c4f800/162d8760-751d-4e81-80d3-c5ceff_1ihhuj5.png)
Updated on: 20/06/2022
Thank you!