Add Text Templates to a Text Tasks similar to how it works with Email Tasks
gathering votes
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Dustin Schmidt
When you click on the email task it generates the associated email template chosen. When you click on the text task it should also be able to generate the text template that is already built in the system.
Shawn Goebel
gathering votes
Shawn Goebel
Dustin Schmidt Thank you for the feature request! I am going to move this one to Gathering Votes to see what other users think about this request. Thank you again and have a great day!
Shelby Parker
Thank you for posting, Dustin Schmidt! I have a few more questions for you:
- Can you provide more details on how you envision the text template generation process when a text task is clicked?
- Are there specific text templates you would like to be generated for certain text tasks?
- How frequently do you use the text task feature and how critical is this improvement to your workflow?
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Dustin Schmidt
Shelby Parker its part of my daily process. I like efficiencies and what has worked best for me is assigning text templates to all the tasks so there is no typing only clicking and sending to get a response. Right now when you create an email task in the business rules or pipe stages it lets you pick the folder and template to assign. When you work the task and click email that template generates. The text templates are there just like the email however when you create a text task in the business rules or pipe stages it does not let you pick a folder or template for that task. My workaround right now is the text task says send text 5 and they go to the templates, select text 5 and send. It's really just an efficiency that would be built it. I do this because I like my text to follow up on my email message and I also like for each message to reach out to a different type of shopper.