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How to create user templates

Heather Stanley
Updated

Created by individual user, only the user who creates it have access

  1. Go to the Company tab inside Whistle
  2. Select the Templates section
  3. Click Create Template
  4. Add Template Title
  5. Template type set to User Template
  6. Enter Template
  7. Click Save Template
    Create User Steps

 

9 STEPS

1. The first step is to open Whistle Messaging and click Company

Step 1 image

2. Click the Templates section

Step 2 image

3. Click Create Template

Step 3 image

4. Enter Template Title

Step 4 image

5. Select Template Type

Step 5 image

6. Type out Template

Step 6 image

7. Click Save Template

Step 7 image

8. Click User section to review

Step 8 image

9. That's it. You're done.

Step 9 image

Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/1933462/How-to-create-user-templates

 

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