Managing Standard Response And Standard Text Templates

Managing Standard Response And Standard Text Templates

1.  Standard Responses
Standard Responses can be managed via 'Settings>Email Settings>Standard Responses'.  The Standard Responses screen is visible to all users in the dealer account and is dictated by the Manage Leads, Manage Emails, Email Campaign or Company Admin roles.
  1. If the user is not a manager they will see only their own Standard Responses
  2. If the user is a manager they will see the Standard Responses for every user they manage
The Standard Responses screen can be searched using the keyword search (Title & ID).  
To open an existing Standard Response you can click on each record and modify as required.
You can download a list of all the Standard Response records by clicking on the 'Download' icon in the grey action menu
To create a new Standard Response record you can click on the  + button in the grey action menu.




When creating a Standard Response record you must complete the 'Title', 'Subject' and 'Message' fields as a minimum.  




You can select which users will see the Standard Response template by clicking on the green 'EDIT' button in the 'User' section.  You can 'Select All' to make the Standard Response visible to all users, or tick individual users instead.  The User list you can see is controlled by the users you share the 'Manage Leads' role.

You can also set up Standard Responses to be visible in selected yards only by clicking on 'EDIT' in the 'Yards' section.  Like 'Users' you can set up your template to be useable on leads from one, multiple or all Yards.

You can also select the Lead Sources that you want this record to be available for.  This record will then only be available on a Lead with the Lead Source specified.  Like the 'Users' and 'Yards' selection the 'Source' selection can be set up for one or multiple Lead Sources.  



If you would like you Standard Response to load to a specific template only you can select a 'Template'.  This is a mandatory field.  

If your template is compatible you can also select a specific 'Header' and 'Footer' to be loaded when you load your standard response.  

If you select 'No Audio' on your Standard Response the template will load with your listing images displayed as a static image rather than a video.  Be careful with this setting as even it you record a video, if this Standard Response is loaded it will not display a video on your email.

The 'Use Listing Photos' tick box is only applicable when the Standard Response is used as an Auto Response.  When ticked the images from the listing the customer inquired upon will be added to your Auto Response in addition to any specific images added to the Standard Response.

To add images to your Standard Response you can use the control within the 'Add/Edit Images' section.
  1. Take Photos - directly from your device
  2. Upload an image from the Image Bank
  3. Upload a file from your device
You can click on the microphone icon in the grey action menu to add a voiceover to your Standard Response.

Clicking on the 'MORE' icon in the grey action menu will allow you to;
  1. Download Images & Audio - will email the images and audio files used on the Standard Response to the logged in user
  2. Delete - Delete the Standard Response record
  3. Audit - If you have the Audit Role you can view a record of all the changes to the Standard Response record via the 'Audit' button
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2.  Standard Text
Standard Text can be managed via 'Settings>Email Settings>Standard Text'.  The Standard Text screen is visible to all users in the dealer account and is dictated by the Manage Leads, Manage Emails, Email Campaign or Company Admin roles.
  1. If the user is not a manager they will see only their own Standard Text 
  2. If the user is a manager they will see the Standard Text for every user they manage
The Standard Text  screen can be searched using the keyword search (Title & ID).  
To open an existing Standard Text record you can click on each record and modify as required.
You can download a list of all the Standard Text records by clicking on the 'Download' icon in the grey action menu
To create a new Standard Text record you can click on the  + button in the grey action menu.



When creating a Standard Text record you must complete the 'Name' and 'Text' fields as a minimum. 
You can also select the 'Type' of Standard Text you want to set up.  The 'Type' field controls the fields your Standard Text is available on.  For standard email templates the 'Email Response Text' is relevent only as this populates the 'Message' field.  Other email templates will include modules where you can add Closing, Conditions and other text.



You can select which users will see the Standard Text record by clicking on the green 'EDIT' button in the 'User' section.  You can 'Select All' to make the Standard Text visible to all users, or tick individual users instead.  The User list you can see is controlled by the users you share the 'Manage Leads' role.

You can also set up Standard Text to be visible in selected yards only by clicking on 'EDIT' in the 'Yards' section.  Like 'Users' you can set up your Text to be usable on leads from one, multiple or all Yards.



Clicking on the 'MORE' icon in the grey action menu will allow you to;
  1. Delete - Delete the Standard Response record
  2. Audit - If you have the Audit Role you can view a record of all the changes to the Standard Response record via the 'Audit' button

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