How to: Set Chat Templates
Chat Templates allow you to add quick responses to chat. When you start typing a response, the Chat Templates will auto complete the response for you. This can be great to standardize chat responses to frequently asked questions. To learn more about creating and using Chat Templates, please follow the steps below.
Enable and Create Chat Templates
Before using a Chat Template in a chat message, the Chat Templates must be enabled.
- Click Settings
in the top menu bar.
- Choose Chat
as your Setting type.
- Check the box for Set Chat Templates.
- Press Add Option
to add a new template.
- In the box that appears, type out the message you would like to be turned into a template.
- Optional: Utilize the Add to Content and Category options.
- Use the Category drop-down to associate the template with a particular category.
For more information visit: How to: Set and Use Chat Categories- Use the Add to Content drop-down to add merge tags, web surveys, or media files to the template. These populate the information from the participant record and can be used with options like using the participants name, or adding a link to a particular flyer.
- Use the Web Survey drop-down to add a web survey to the template. When used with tracked surveys, the custom link is generated when added to a chat. For more information visit: How to: Create a Web Survey
- Repeat steps 5 and 6 until you have added all of your templates.
- Select Update
to finalize your changes.
- These templates will now be available to add to chats.
User-Specific Chat Templates
In addition to organization-wise templates set by an Administrator, Users can also create Chat Templates for their own individual use. First, the setting must be enabled in the Chat section under Settings.
Enable User Specific Chat Templates
- Click Settings
- Choose Chat
- Select the User Chat Templates setting to enable this feature. You will receive a green
message to confirm the setting was enabled.
Create a Personal Chat Template
Users can create their own personal chat templates, these templates will not be shared with other users.
- Click on Chats
in the top menu bar.
- Click on the Settings gear
icon in the upper-right corner.
- Click on User Chat Templates in the drop-down menu.
- Press Add Option
- In the box that appears, type out the message you would like to be turned into a template.
- Optional: Utilize the Category, Merge Tag, and Web Survey options.
- Use the Category drop-down to associate the template with a particular category.
For more information visit: How to: Set and Use Chat Categories- Use the Add to Content drop-down to add merge tags, media or web surveys to the template.
For more information about Media files visit: How To: Add and Send Media Files
For more information visit: How to: Create a Web Survey- Repeat steps 5 and 6 until you have added all of your templates.
- Select Update
- These templates will now be available to add to chats under the category of My Templates.
Add a Template to a Chat message
- Click Chats
in the top menu bar.
- Open the chat that you want to add the template too.
- In the response box, start to type your message. The template will automatically open as an option for you to select.
OR
Click on the Message Template iconand select the template you would like to use.
- Select the template and it will automatically finish filling in the response box with the template message.
- Press Send
to send the message to the client.
Optional: Teletask now offers the ability to translate the message templates into select languages other than English. Note: You will need to have the selected language enabled in chat in order to utilize the template translations. Visit here for more information.- Once you have chosen the message you want to send, a drop-down menu will appear above the text entry field:
- Select the language you wish to translate the template into. The message will automatically translate into that language and display the translation in the text box:
- Press Send
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