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      Create and Edit your Message Templates for Quick Message

      This article will guide you through how to create and edit your message templates for Quick Message in Message Manager Pro

      Things To Note

      • Quick Message sends a text message to the last customer that you have accessed in your Shop Management System, NOT to the customer that you have highlighted in Message Manager Pro. Make sure your messages are going to the intended recipient.

      • You can modify a prebuilt message or create your own message to be sent through the Quick Message feature.

      • Wild Cards are terms in brackets [ ] that will automatically fill in specific information from your Shop Management System database (like your customer’s name, appointment dates, and so on) into your prewritten message.

      • In addition to being able to create your own, Bolt on Technology has placed a number of prebuilt message templates in Message Manager Pro, for your shop to use as they are, or edit to give them your own shop’s personal feel.

      How To

      1. From Message Manager Pro

        1. Select the Settings tab from the top menu.

        2. Select the Template Builder box on the right side of the menu.

          1. A window will appear that will contain the current Message templates, along with the options to add, edit, or delete these templates.

      2. From the Message Templates screen

        1. To add a new message template, click Add in the upper left.

          1. Add the title and body of the message to the template and add wildcards through the dropdown menu labelled Wildcards. See list of wildcards and their effects below.

          2. Click OK to save this template to your list of selectable templates for Quick Message.

        2. To edit any of the existing templates either double click any template or select one and click on the Edit button above.

          1. From here a window will appear with options to edit the selected template.

          2. Click OK to save the edited template or Cancel to discard.

        3. To delete any existing template, simply select the template you would like to delete and click on the Delete button above.

          1. A prompt will appear asking you if you are sure you want to delete this template, select Yes to confirm deletion.

      3. When finished, simply click the X in the upper right corner, and proceed to use your new Quick Message templates in Message Manager Pro!

       

      Wildcard Definitions:

      [AppointmentAddToCalendarLink] Adds a link for the customer to insert their appointment into a calendar app within their smart phone.

      [AppointmentCategory] Chooses category from your Shop Management System such as Lube Oil Filter Change.

      [AppointmentDate] Pulls the appointment date and time from the Shop Management System.

      [AppointmentNote] Adds any notes in the appointment to the message.

      [CompanyOrCustomer] Automatically places the customer or company name in the message.

      [CustomerName] Pulls the current customer’s full name from the document in use.

      [CustomerNameFull] Pulls the current customer’s full name from the document in use.

      [OptOut] When used in a text message, this allows the customer a response that will prevent them from receiving texts from you in the future.

      [ReplyToConfirm] Allows the customer to type the letter “C” to confirm the text message.

      [ShopName] Your shop name will fill in where this is placed.

      [ShopPhone] Your shop phone number will fill in where this is placed.

      [Vehicle] Customer’s vehicle information will fill where this wildcard is placed in your message.