Templates in Engage

Templates are custom responses that you can develop, save and re-use to provide consistent responses to common questions or issues you receive via direct messages from social media. Within Falcon, you can use templates within Engage.

Using templates is a great way to ensure that you're sending consistent responses to your audience. It also ensures that your team is equipped to deal with difficult queries in in a way that complies with your company's social media guidelines.

Who Has Access to the Templates Section?

In the Falcon Team Management system, both Administrators and Team Leaders can create new, edit and delete templates. Administrators are able to access templates for all teams within one organization; Team Leaders can only access templates in their own teams. There are two alternative ways for managing Templates within the platform.

Creating a Response Template

  1. If you are an Administrator or Team leader, go to Engage and open a message from any of your feeds.
  2. Click Settings next to Response Templates.
  3. Select Create New Template under the list of saved responses.
  4. Create a name for your template. Enter the text you want the template to contain in the message field.
  5. Select the team and the Channel for the new response template.
  6. Hit Save. Your template is now saved and available for you and the selected team.

Alternative: Creating a Response Template

  1. If you are an Administrator or Team leader, go to Settings > Teams > select the team > select the Channel > click New Template.
  2. Create a name for your template. This makes it easier for the team to recognize the appropriate template to use when choosing from a list of templates.
  3. Enter the text you would like for your template. This is the text that your comment will contain.
  4. Select Save. Your template is now saved and will be available for you to use. TeamsTemplates

Where Can I View, Edit, or Delete Existing Templates?

Response Templates are easy to manage from Engage. You can quickly review, edit the name and the message or delete existing templates from Settings by clicking the Settings button.

Alternatively, under the Teams tab, you can view templates attached to each team by clicking on the Templates button of a team. Edit template allows you to alter your existing templates.

Using Templates

You can use templates to optimize your communication flow with your audience. When you reply to a post, you have the option to select from the list of templates you have created and saved. To reply to a post using your templates:

Select the post you would like to reply to (it should open out on the right-hand side of the screen).

In the comment box below the post, select one of your templates from the drop-down list and then select Comment to publish the template as your reply.

What Are Some Common Examples of Templates?

The types of Templates you will create will depend on the nature of your business. However, some general ones we have seen used quite well include:

  • Product availability issues
  • Removing/deleting posts, i.e. violation of guidelines for page
  • Notifications, e.g. price increase or price change
  • Bad customer service experience
  • Referral: referring a customer to their local store for more information
  • Referral: advising the customer that an internal colleague will need to help with their particular query
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