Watch this 👀**step-by-step guide**
(Video Coming Soon)
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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
🧭 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: Configure Your Canned Note
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Select “Task Send Script” as the type
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Choose the Task Type(s) you want this script to be associated with
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Enter an Internal Title (for staff reference)
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Type your Canned Note Content — this is what loads into the message box
- Toggle the Publish Status to ON
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Click Update to save your canned note
Your note is now tied to your selected task types.
💻Part 2: Accessing the Text Script in the Two-Way Portal
⚙️ Step 1: Log In to the Two-Way Portal.
🧩 Step 2: Insert the Canned Note Text Script into a Task Message Thread
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Go to a task type that is associated with the canned note
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Click the green Script Icon at the bottom of the task page
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Click Send Text Message and the Customer’s Phone Number
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Select the Desired Canned Note Script
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Click Add — the script will load into the message thread
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Review the message and click Send
Your canned note script has now been delivered!