Send Template Messages

Learn how to send template messages on DoubleTick. Follow the steps to send pre-approved messages in both closed and open chat windows.

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Send Template: Closed Chat Window

Here's the process for sending a template to closed chat window:

• In the chat window, Click on Send Template button

• Choose the template you want to share with the customer

• Click on the arrow button & select Send now

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Send Template: Open Chat Window

Here's the process for sending a template in an open chat window:

• In the chat window, click on the attachment icon
• From the popup menu, select the template icon

• Choose the desired template from the Template dialog box

• Proceed by clicking the green arrow button
• Optionally, add any template variables if needed

• Finally, click "Send Now" to send the template to the recipient