Understanding message templates and folders

Overview

Message templates are your saved responses to common questions. They allow you to respond faster to inbound messages, lessen the repetitive nature of replying to frequently asked questions, and for your team to have a unified voice in what you tell your customers.

Front allows you to create individual and team message templates. Individual message templates are visible to only you, and team message templates can be visible to your teammates on the inbox level. Both admins and regular members can create message templates.


Create a message template

From the composer

Step 1

In your composer, draft up your message, including any dynamic variables, that you want to save as a message template.

Step 2

Click the message template icon in the composer toolbar to open the message template menu. Select New from draft.

Step 3

You will see a popup box to save the message template. Enter the name, choose whether you want to save it as a private or team template, pick a folder to nest it under if needed, and make any last edits. Then click Create. This message template will now be available for future use.

From Settings

Step 1

Click the gear icon on the top right of Front and into the Company or Personal settings tab, depending on which space you are working with, and select Message templates.

For companies with multiple Teams, team message templates are set up per Team.

Step 2

Click Add a template.

Step 3

Write your message template, including any variables if needed. If you add a subject, the subject will update when you use the message template and override the previous subject.

Tip: highlight the text that should be edited or personalized before you send the message template, so that the text stands out.

Step 4

Turn the toggle to select what inboxes you want the message template to be visible in, or leave it to be visible in all inboxes.

Step 5

Click Create.


Organize with folders

You may already have or plan to create dozens of message templates, so it's helpful to use folders to enable yourself and your team to find and use message templates quickly. You can nest up to 5 layers of folders.

Step 1

Click the gear icon on the top right of Front and into the Company or Personal settings tab, depending on which space you are working with, and open the Message templates section.

Step 2

Click on the New folder button at the top to create a new folder. You can nest this folder under other existing folders. You can also click into an existing folder, then click the New folder button to automatically nest the new folder within the existing folder you're clicked into.

Step 3

To move message templates into your folders, hover on the message template and you will see a checkbox appear to its left. Check off the templates that you'd like to move into a folder. You can also choose Select all at the bottom, which will appear after you have selected one template.

Step 4

Click the Move button on the bottom right and you will see a menu to select which folder to move the message templates into. Choose the folder and click Move.

Step 5

Now, you will see the folders in the Message templates menu when you insert a message template. You can also search for the name of a folder to quickly pull it up and browse through its contents before inserting the correct message template.


Use a message template

Step 1

To insert a message template you've created, click the message templates icon in the composer toolbar to open the message templates menu. You can type keywords to search for a message template or scroll through the list, then hover on one to see a preview of it.

Step 2

Click the message templates to insert it, then make edits as you wish before sending.


Edit a message template

You can also edit message templates from both the composer and the Settings menu similar to above. For step-by-step instructions, see here.


Track your message templates usage

If you'd like to track how often your team is using certain message templates, you can do so using a rule to automatically tag the conversations where you've sent the message templates.

You can create a rule triggered by an outbound message, if the body of the outbound message contains a unique snippet from your message templates, then add the tag to track this message templates. You can then run analytics reports on the tag to see how often the templates are being used. Use this workflow for each of the message templates you want to track.


Pricing

This feature is available on all plans.

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  • I originally glossed over the fact that Front will track the number of times a canned response is used and was like, "This is great! I'm very excited abou this!" but didn't realize that this was a manual process where I would need to create a new rule for every single canned response if I would like to track the frequency of certain support problems. 

    Can this be something that is tracked by default? Or can there be a quick checkbox to select to automatically track the responses? It breaks the work flow to have to stop and then create a rule to track each and every canned response.

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  • Jean Tran There isn't a feature to track this by default, but it's something we're looking to have in the future. We'll let you know when this becomes possible in Front, stay tuned!

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  • Is there an easy way to change a template from personal to team?

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  • Tedra Osell Unfortunately there isn't a way to change/convert a personal message template to a team message template. You'll have to recreate them manually as a team message template at this time. It's an existing feature request we have, and we'll follow up here if this becomes possible in the future!

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