How to Set Up Canned Messages (Email Templates)
Canned emails are premade templates designed to answer frequently asked questions. Rather than crafting individual responses each time, you can swiftly tailor and send these precomposed email templates. Simply type the message one time as a canned message, then use it again and again as necessary.
To set up a new Canned Message,
- Log into RevolutionParts and visit the Dashboard at manage.revolutionparts.com.
- Click on the gear icon in the upper-right corner of the page.
- From the left-side menu, click on the "Templates" section.
- Click the green "New Canned Message" button.
- Enter the name of the canned message. Make it something descriptive so that you know what it is at a glance.
- Enter the subject line that the customer will see for this message.
- The "Text Replacements" link allows you to insert variables into your subject line to make it appear more personalized to the customer.
- The "Text Replacements" link allows you to insert variables into your subject line to make it appear more personalized to the customer.
- Next, write your message.
There are several tools that we've included to assist in this process.- Click the button to edit the HTML directly.
- Click the button to change the text size.
- Click the or buttons for bold or italic text.
- Click the button to insert strike-through text.
- Click the button to insert an ordered (numbered) or unordered (bullet-point) list.
- Click the button to easily insert a link.
- Click the button to add a horizontal line to the message.
- Click the "Text Replacements" button to insert variables into your message, similar to the subject line.
- You can enter your email address and send yourself a test message at any time during the creation process.
- When you're finished, click the blue "Update Template" button.
That's it! You're now able to select this message from the list of Canned Messages anywhere on the platform where you would normally send an email to a customer, including in the Message Center and on the Order page!