Watch this 👀**step-by-step guide**
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Follow these steps to create new canned notes for text/email messages
MUST HAVE ADMIN ACCESS TO PROCEED
🗒️Part 1: Creating the Canned Note Text/Email Message
⚙️ Step 1: Log In to the Admin Panel
Open the Admin Panel in your browser and log in with your credentials.
InstantAutoSite Admin Panel
💡 Tip: Use a secure, authorized account with access to website settings.
🧭 Step 2: Open the “Canned Notes” Section
From the left navigation menu:
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Click Website → Canned Notes.
This is where you’ll manage your saved text or email message templates for quick customer communication.
📝 Step 3: Create a New Note
Click Create New to start a new canned note entry.
✉️ Step 4: Choose the Canned Note Type
Under Type, select one of the following options:
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Text Message – for messages sent via SMS.
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Email Message – for messages sent via email.
🏷️ Step 5: Add a Name for Internal Reference
In the Label field, enter a descriptive name that helps your team identify the message.
💡 Example: Ask For the Google Review or Welcome Follow-Up.
💬 Step 6: Insert Message Content
In the main Content area, type or paste the full message you want to save as a canned note.
Keep the tone friendly and on-brand with your shop’s communication style.
🚀 Step 7: Set Publish Status and Save
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Toggle Publish Status to ON.
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Click Update to save your new canned note.
✅ Success: Your new note is now available for use in the Two-Way Portal.
💻Part 2: Accessing the Message in the Two-Way Portal
⚙️ Step 1: Log In to the Two-Way Portal.
Then:
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Open Messages on a Customer Profile.
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Click the Message Icon → Send Text Message.
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Select the Notes Icon on the left side.
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Scroll to find your newly saved script.
📲 Step 2: Insert and Send the Message
Find your script and click select.
Confirm it appears in the message field, then send it to the customer as needed.
✅ Done: Your canned note has been successfully used in customer communication!