Canned Responses

Getting Started: Creating a Canned Response

1. Go to Settings:
   • Navigate to the Settings menu in your Atarim dashboard.
2. Access the Canned Responses Section:
   • Under the Canned Responses category, click Create a Canned Response.
3. Set Up Your Canned Response:
   • Name – Define a recognizable name for the snippet.
   • Content – Write the message you’ll send to recipients.
   • Use Variables – Insert placeholders like:
     • Contact’s First Name
     • Email
     • Assignee’s Name
4. Save Your Snippet:
   • Click Create to finalize your canned response.

Tip: Use a clear naming convention (e.g., “Client Feedback Follow-Up” or “Bug Report Response”) for easy identification.

Using a Canned Response

1. Open the Inbox or Task Panel:
   • Navigate to the Inbox tab or any task within your Atarim dashboard.
   • Canned responses work in emails and tasks in visual collaboration.
2. Insert a Canned Response:
   • Click the Canned Responses button.
   • Select the canned response you want to use.
   • Click Insert Canned Response to populate the message.
3. Send or Edit as Needed:
   • Make any necessary changes before sending the response.

Note: Canned responses help maintain consistency and reduce response time across all communication channels.

Using Prebuilt Templates

1. Browse Available Templates:
   • On the right-hand side of the Canned Responses page, click Preview on one of the prebuilt templates.
2. Import the Template:
   • If you’d like to use a template, click Import.
3. Modify as Needed:
   • Update the content to fit your specific needs before saving it as your own.

Tip: Prebuilt templates save time and ensure best practices in communication.

Editing a Canned Response

1. Go to Settings → Canned Responses.
2. Select the Canned Response you want to update.
3. Make Your Changes and click Update.
4. A confirmation message appears:“Snippet has been successfully updated.”

Deleting a Canned Response

1. Go to Settings → Canned Responses.
2. Choose the response you want to delete.
3. Click Delete Canned Response.
4. A confirmation pop-up appears:“This action cannot be undone. This will permanently delete this canned response.”
5. Confirm deletion.
6. A success message appears:“Snippet has been successfully deleted.”

Warning: Deleting a canned response permanently removes it from the system.