Create message templates for chat

A message template is a prepared chat text that you use again and again, such as loading instructions or a standard reply to a driver. Templates can contain fields, for example the vehicle's name or the trip's next stop. When you insert the template into a chat, Transportial fills in those fields for that chat's vehicle or trip.

Create a template

1. Open the side menu (☰, top right) and choose Message templates.
2. Click + Create message template.
3. Enter a Name. You search for templates by this name later.
4. Choose the language in Select a language.
5. Choose what the fields refer to in Select entity context: Vehicle or Trip.
6. Write the text. To insert a field, type two curly brackets and the first letters of a field name, then pick the field from the list.
7. Click Save.

Fields are written between double curly brackets. For example, with the context Vehicle:

• Hello, please report to the gate with {{name}}.
• Your licence plate {{licensePlate}} is registered for the night shift.

Use a template in a chat

1. Open the chat and click the template icon in the message box toolbar. Select message template opens.
2. Choose the language in Select a language.
3. Search for the template by name and select it.
4. Click Apply. The filled-in text appears in the message box.
5. Check or adjust the text, then send it.

The template is never sent automatically; you always see the text first. In the same dialog you can also create a new template by typing a new name, or edit the selected one if you have permission.

Change or remove a template

The Template messages list shows each template's Name, Language and Context entity. Use Search... to find one.

• Choose Edit on a row, change the template and click Save.
• Choose Remove on a row. In Delete message template, confirm with Remove to delete it.

For messages that should be sent without anyone clicking, see Message automations.