{"id":11783,"date":"2024-08-14T06:40:08","date_gmt":"2024-08-14T06:40:08","guid":{"rendered":"https:\/\/www.k12insight.com\/kc\/?p=11783"},"modified":"2026-01-15T22:10:34","modified_gmt":"2026-01-15T22:10:34","slug":"creating-response-templates","status":"publish","type":"post","link":"https:\/\/www.k12insight.com\/kc\/how-to-articles\/creating-response-templates\/","title":{"rendered":"Creating Response Templates"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"11783\" class=\"elementor elementor-11783\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-72c11547 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"72c11547\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-435457b\" data-id=\"435457b\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-258177f2 elementor-widget elementor-widget-text-editor\" data-id=\"258177f2\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2><strong>Creating Response Templates<\/strong><\/h2><p><span style=\"font-weight: 400;\">Response Templates are customizable saved messages that Onflo (formerly Let's Talk!) Users can access when replying to Customers. System Administrators <\/span><span style=\"font-weight: 400;\">and Topic Owners<\/span><span style=\"font-weight: 400;\"> can create an unlimited number of standard replies<\/span><span style=\"font-weight: 400;\">, as well as choose who can access each Template.<\/span><\/p><p><b>Create a New Template<\/b><\/p><p><span style=\"font-weight: 400;\">To create a Response Template, follow the instructions outlined below:<\/span><\/p><ul><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">In <strong>Settings<\/strong>, click on <strong>Response Templates.<\/strong><\/span><\/li><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click on the <strong>Create New Template.<\/strong><\/span><\/li><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Give your template a title in Template Name.<\/span><\/li><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Enter the template content in Message Body.<\/span><\/li><\/ul><div><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-15698\" src=\"https:\/\/www.k12insight.com\/kc\/wp-content\/uploads\/2026\/01\/Screenshot-2026-01-15-154759-1.png\" alt=\"\" width=\"1917\" height=\"723\" \/><\/div><div><img decoding=\"async\" class=\"aligncenter size-full wp-image-15699\" src=\"https:\/\/www.k12insight.com\/kc\/wp-content\/uploads\/2026\/01\/Screenshot-2026-01-15-155000.png\" alt=\"\" width=\"948\" height=\"735\" \/><\/div><h2>Sharing Options for Templates<\/h2><ul><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">In <strong>Share Settings<\/strong>, decide whether you want this template to be available only to you or shared with other Topics (Including your own). <\/span><\/li><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">In the dropdown menu, select Topics that can also use this Template. <\/span><\/li><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">When you share a Template with a given Topic, the Topic owner is notified via email about gaining access to your Response Template. You can include an email message under Share Settings.<\/span><\/li><\/ul><p><img decoding=\"async\" class=\"aligncenter size-full wp-image-15700\" src=\"https:\/\/www.k12insight.com\/kc\/wp-content\/uploads\/2026\/01\/GIFRecording20260115at4.03.27PM.gif\" alt=\"\" width=\"1916\" height=\"860\" \/><\/p><h2><b>Response Template Access and Options<\/b><\/h2><p><span style=\"font-weight: 400;\">Aside from the Templates you create, you are also able to see Templates shared with you. If you are a System Administrator, you can view All Templates within the account.<\/span><\/p><p><span style=\"font-weight: 400;\">Each Template is displayed as a card that includes information on how many Topics can access the Template. <\/span><\/p><p><span style=\"font-weight: 400;\">Upon hover, you have the option to: <\/span><\/p><ul><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Preview the Template by clicking on the eye icon at the bottom right-hand corner <\/span><\/li><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Access the Menu for the Template Card<\/span><ul><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Edit the Template<\/span><\/li><li>Share the Template<\/li><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Delete the Template<\/span><\/li><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Copy the Template<\/span><\/li><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">View Usage Statistics of the Template (number of times used, average feedback score received, the last time this Template was used)<\/span><\/li><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Make the Template unavailable<\/span><\/li><\/ul><\/li><\/ul><p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-15701\" src=\"https:\/\/www.k12insight.com\/kc\/wp-content\/uploads\/2026\/01\/Screenshot-2026-01-15-160605.png\" alt=\"\" width=\"1377\" height=\"537\" \/><\/p><p>\u00a0<\/p><p><span style=\"font-weight: 400;\">If you ever have trouble finding a Template, simply use the search function at the top right of the page. <\/span><\/p><p><span style=\"font-weight: 400;\">Once you are done, don\u2019t forget to save by clicking the green Save button in the top right-hand corner. <\/span><\/p><p><span style=\"font-weight: 400;\">Users from your selected Topics will now be able to access this Response Template when responding to a Ticket. The selection of Templates each User will see includes:<\/span><\/p><ul><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Their Templates<\/span><\/li><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Templates for that Topic<\/span><\/li><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">All other Templates<\/span><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Creating Response Templates Response Templates are customizable saved messages that Onflo (formerly Let's Talk!) Users can access when replying to Customers. System Administrators and Topic Owners can create an unlimited number of standard replies, as well as choose who can access each Template. Create a New Template To create a Response Template, follow the instructions...<\/p>\n","protected":false},"author":27,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_kad_post_transparent":"default","_kad_post_title":"default","_kad_post_layout":"default","_kad_post_sidebar_id":"","_kad_post_content_style":"default","_kad_post_vertical_padding":"default","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"footnotes":""},"categories":[409],"class_list":["post-11783","post","type-post","status-publish","format-standard","hentry","category-how-to-articles","tag-ticket-management"],"_links":{"self":[{"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/posts\/11783","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/comments?post=11783"}],"version-history":[{"count":10,"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/posts\/11783\/revisions"}],"predecessor-version":[{"id":15704,"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/posts\/11783\/revisions\/15704"}],"wp:attachment":[{"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/media?parent=11783"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/categories?post=11783"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}