Send a Text Shortcut(Snippet)

Purpose

The purpose of this article is to learn what a text shortcut is and to send a text shortcut.

Intended Audience

This is for any customer facing person who wants to save time by adding a phrase that they use in many emails that they don't have to type out.

What is a text shortcut?

Stop retyping the same message over and over, and save time. Use quick text to insert predefined messages on any standard or custom objects in Knowledge articles, Chats, Log a Call actions, emails, events, tasks, and social posts. After inserting a quick text message into a message field, you have the chance to tailor the text to your situation before sending it.

  1. Open Gmail
  2. Open email from customer
  3. Click reply
  4. Open Inbox
  5. Under compose tab click Text Shortcuts on the right side of the page
  6. For a new shortcut, otherwise skip to 11
    1. Click Create Text Shortcut
    2. Enter a name
    3. Enter a phrase
    4. Click save
  7. Click the text shortcut from the list
  8. Verify email is correct
  9. Click send

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