How to utilize templates

Manage your platform saved replies.

Company Templates

Created by admins, all user have access.

Create

Edit

Send

Delete

User Templates

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

Create

Edit

Send

Delete

Company Templates

Create

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 Company Template
6. Enter Template
7. Click Save Template
   

Edit

1. Go to the Company tab inside Whistle
2. Select the Templates section
3. Click 3 Dots next to template you wish to edit
4. Click Edit Template
5. Edit Template
6. Click Save Template
   

Send

1. While in an open message, select the Template icon
   
2. Select template type to add into message box
   1. Company (Admin Created)
   2. User (Individual User Created)
   3. Surveys (Feature)
   4. Digital Registration (Enterprise Feature)
   5. Automated Messages (Feature)
      

Delete

1. Go to the Company tab inside Whistle
2. Select the Templates section
3. Click 3 Dots next to template you wish to remove
4. Click Delete Template
5. Click Confirm
   

User Templates

Create

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
   

Edit

1. Go to the Company tab inside Whistle
2. Select the Templates section
3. Click User tab
4. Click 3 Dots next to template you wish to edit
5. Click Edit Template
6. Edit Template
7. Click Save Template
   

Send

1. While in an open message, select the Template icon
   
2. Select template type to add into message box
   1. Company (Admin Created)
   2. User (Individual User Created)
   3. Surveys (Feature)
   4. Digital Registration (Enterprise Feature)
   5. Automated Messages (Feature)
      

Delete

1. Go to the Company tab inside Whistle
2. Select the Templates section
3. Click User tab
4. Click 3 Dots next to template you wish to remove
5. Click Delete Template
6. Click Confirm