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How to create a saved reply (message template) for Customer Service

​Save and send common replies to buyers, automatically personalized with the buyer's name and order information.

Written by Tony Adams

Use dynamic templates to answer common questions you receive (or for common phrases) and save time on customer support.


Creating a template

  • Visit Customer Service's Templates tab 

  • Click the Add Template button

A pop-up will display to create a new template:

  • (A) Enter a memorable name for the template.

  • (B) Enter the text of your message/phrase.

  • (C) Incorporate dynamic fields to automatically personalize buyer/order information.

  • You can also attach an image to your template with the Add Photo link.


Using templates in replies

  • In the reply area, click the Use Template button

  • Use the search bar to type in the first few letters/words. 

  • Click the name of your template to select and insert it into your message.

  • Pro Tip: you can also type "#" followed by your template title to search without using the Use Template button.

 

 

If you have any questions, feel free to reach out to us anytime at [email protected]

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