RiTA offers templates to help when adding notes and comments post-calls, and when sending SMS and emails.
RiTA is already set-up with a default template to get you started, and you are able to access and amend this to add your own personal touch.
Two ways to learn! Watch the video or follow the steps underneath.
1. You can access this template by navigating to the Action Templates in the top left menu.
2. You will have the RiTA Basic template set up in your account and it is recommended that you Duplicate this template, rather than selecting Add New. To duplicate the Default Template, click on the 3 small dots to open up the More Menu where you then have the option to View/Edit, Duplicate or Delete this template. It is recommended that you select Duplicate and copy the default template already provided, as this will allow the Merge Fields to be added automatically (merge fields are sections of text that automatically pre-populate specific details for you).
3. You have the option to edit any of the templates available, whether it be for phone calls, SMS, emails, etc. You will also notice below what we call a Merge Field (text that is situated inside the double brackets)This is where data from your contact's profile will pull through automatically to your notes, so for example, when in use this would say "Spoke to {{John}} about", if the contacts first name is John. You can find more merge fields by searching for them in the template content screen.
4. You can make any changes to the text that you like, but always a good idea to leave these merge fields in place. Changes can still be made when entering the notes whilst actioning your contacts and creating lists. Make sure you always save any changes you make as well.
5. You can also restrict certain templates to topics that are created by RiTA. Select the topic conversations and add all the topics you wish for the template.
5. If you need this template available for anyone else in the office, please ensure you edit the Access box. Select "Anyone" from the drop down box.
6. Finally, remember to name your new template to either a name for your own personal use (e.g. John's Seller Template) or a name that others will be able to recognize if you are making it a Global Template (e.g. Smith Team Call-back Template).
7. To make a template default to your own personal one in a list (rather than having to select it every time) - create your list then select Template from the drop-down menu and select your template. Then click on save to have this template for this list. If a list has already been created and you want to add a set default template to it, go to Favorites, find the list you want, click on Manage List (blue arrow next to Manage button) - scroll down to Template and select the template you want then click on Save.