Shortcuts make it easy to create pre-written messages to be used in conversations with your customers. Shortcuts come in two flavors: personal and team. Personal shortcuts are created by the individual signed in and apply to all profiles. Team shortcuts can be created by owners or administrators and are shared across a single profile.
Use shortcuts in a conversation
- Sign in to your Inbox.
- Open a lead. The conversation loads with a message composer.
- Open and search shortcuts (2 ways):
- As your first character, type
/
in the messaging composer. - Select the lightening bolt icon.
- As your first character, type
- The search box opens along with a list of some of your shortcuts. Type to filter either the keyword or content of the shortcut. The list will show matching shortcuts.
- Select the shortcut by using arrow keys or with your cursor and choose Enter. The selected shortcut will be highlighted and added to the message composer.
Once shortcuts are added the to the message, they may be edited prior to sending. Note that the /
keystroke only works when the message composer is blank, i.e., it doesn't have other text.
Add shortcuts
- Sign in to Leadferno.
- Navigate to Settings > Shortcuts. The shortcuts page will open with Team Shortcuts and Personal Shortcuts sections.
- Select the
+
button to add a shortcut. Two text fields will open: keyword and message. - Add a keyword and message to your shortcut and select
✓
to save. The text fields will close with the keyword and message left behind.
Note there's a link to add shortcuts from the shortcuts modal within Inbox.
Edit shortcuts
- Sign in to Leadferno.
- Navigate to Settings > Shortcuts. The shortcuts page will open with Team Shortcuts and Personal Shortcuts sections.
- Select the pencil icon next to a specific shortcut. Text fields will open to edit the shortcuts with save (
✓
) and cancel (x
) icons. - Make changes and select
✓
to save orx
to cancel your edits. The text field will close.
Shortcuts with multiple profiles
Personal shortcuts work across profiles.
Team shortcuts are limited to the profile selected by the profile switcher. To add or edit shortcuts in different profiles, switch the profile at the top of the screen.