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Quick Text

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What is

Email Quick Text

?

Email Quick Text are pre-built message templates that you can create in advance, so you’ll be able to respond to your contacts more quickly and efficiently.  If you find that you are writing the same thing to your clients over and over, instead of rewriting an email, or copying and pasting from one email to another, you can save that information as a quick text to insert it directly into your email compose form. 

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To access the Email Quick Text You can create Quick text emails or Quick Text text messages that you can use in the mobile app.

To create new Quick Text templates, select Email Settings from your Admin menu. Then click Email Quick Text on the list on the left. Here you can create new Quick Text templates, or edit existing ones.

Creating a New Email Quick Text

To create a new template, and then click the Create New button.

Give your template a title . This (the title will not appear in the message). To make your templates appear at the top of your list, simply add a few spaces before the title.
Image RemovedEnter and edit your text using the formatting toolbar to make sure it looks the way you want it to, then Then add the body of your email and click Save.
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When creating quick text, save your template with contact mail merge variables so they include a personalized salutation. Learn more

Image Removed(info) When creating text message templates, be sure to keep under 160 characters.

Edit Saved Email Quick Text

To view, edit, or remove a saved template, select a template from the drop down menu.

Now you can edit and format the existing text. You can also delete the template here as well, just click the Delete button. Once you have made your changes, click Save.

How to use an Email

Sending a Quick Text Email

When composing a new email, simply expand the drop down for Email Quick Text and you'll see a list of your saved templates. Then click the template you'd like to use.

(info) In the Market Leader mobile app, click the Quick Text icon (Image Added) to select a template.

The text will be inserted into the email; you may have to clean up some extra spaces or formatting.
Image RemovedNow you just need to Then just add recipients and a subject, and then click the Send Now button.send!

Sending a Quick Text SMS Text Message

You can send Quick Text as text messages in the Market Leader mobile app. To send a text message, tap the text icon from the contact record.

To insert your text message template, click the Quick Text icon (Image Added).

(info) Once you tap Send, you'll be taken to your phone's text messages to finish sending your message. Learn more

 

Additional Helpful Tips

  • There is a 2,000 character limit per Email Quick Text .There is email, and a 20,000 total character limit per email
  • There is a 160 character limit per Quick Text text messages
  • We recommend saving separate Quick Text templates for text messages to ensure they are not over the 160 character limit

Additional Resources:

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Review step-by-step written instructions on how to create, edit, and use Email Quick Text.

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