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2-Way Messaging: Message Templates

Streamline your workflow by creating templates for your Business’s most frequently sent messages

Written by Product Team

What this article helps with: Creating and applying reusable message templates in Hona's 2-Way Messaging feature to streamline sending common messages to clients.

Who this is for: Firm staff who regularly send similar messages to clients and want to save time with reusable templates in 2-Way Messaging.

When not to use this article: If you want to send a message to multiple clients at once, see Getting Started: Mass Messaging instead.


Using Messaging Templates

  • Create message templates for common messages shared throughout your company by clicking on the "Plus" icon at the bottom of the page > Insert Message Template > and Selecting New Message Template.

  • Apply a message through the same message template button and then selecting the message template you would like to use.

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