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Inbox and channels

Reply templates

Save replies you send often, add the customer's name or tracking link automatically, and insert them in any chat with /.

Templates are saved replies, like your price list, bank details or delivery times. Insert one in any chat by typing /.

Before you start

Creating and editing templates needs the Owner or Manager role. Everyone who can reply can use them.

Create a template

Open Templates in the sidebar and click New template.

Fill in the Slash command (for example price), a Title and the Message.

To personalise it, click the Insert: chips to add placeholders (see below).

Click Save template.

The New template dialog with the placeholder chips

Placeholders

When you insert a template in a chat, FOM fills these in from the chat's customer and their latest order:

PlaceholderBecomes
{customer_name}The customer's name
{order_no}Their latest order number
{total}That order's total, e.g. 27,000 MMK
{tracking_link}The link where they can follow that order

For example: Hi {customer_name}, follow {order_no} here: {tracking_link}.

If the chat isn't linked to a customer with an order, the placeholder stays as typed and FOM warns you: Some placeholders couldn't be filled for this customer. Fill it in by hand before sending.

Use a template in a chat

In the message box, type / and the start of the slash command.

Pick the template. On the web choose Insert or Append; in the app, Append or Replace.

Check the text and send.

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