Want to create templates for the team or accelerate the process by using templates already created? Let's do it! 🌟
What are templates?
Templates allow you to easily save and reuse your most frequent messages so you don't miss a beat.
Creating templates
Head over to your Grayscale Settings > Templates
Click Create a template
Give your template a name – we recommend being as descriptive as possible to make searching & adding them easy peasy.
Craft your message – be sure to include snippets for a more streamlined workflow later.
Check the Share with organization box to share this template with your team or leave it unchecked if you want to keep it private
Click Save
Congrats! You've just created your first Grayscale Template 🎉
Editing templates
You can edit your templates anywhere you see the Template icon 
or from your Grayscale Settings > Templates.
Click on the
(templates) icon below the message dialog box
Find the template you want to edit
Click the
(details) icon
Then click on the
(edit) icon
Make your changes and click Submit
That's it!
Note: Only the owner/creator of a template has the ability to edit them.
Selecting and applying a template
Whether you're trying to apply a template to a 1:1 message, an automation, or a bulk message, templates are a breeze to find and apply.
Click on the
(templates) icon below the message dialog box
Adjust the Visibility to apply one of these filters (optional):
Mine – all templates you've created (private or shared)
Shared by organization – only templates other users have created and shared
All available – all templates you've created as well as those created by other users and shared with the organization
Enter a keyword into the search bar and locate the template you'd like to apply
Click the
(apply) icon to add the template to your message dialog box
Now that you've applied your template, you can make some final adjustments (if necessary) and send!
Movin' and groovin' 😎
Change template owner
After a Grayscale user is disabled, admins have the ability to edit, delete, and change the owner of the shared template.
From the template management screen, click the gear button to bring up Template Details.
As a Grayscale admin, there are options to Delete or Edit the existing template.
Deleting the template removes it from showing up anywhere for all Grayscale users.
Editing the template allows an admin to edit the template text, change the owner to another user, or uncheck the “Share with team” checkbox to have it no longer appear in any lists.
Questions? Chat with us below for additional assistance.