Using Templates and Saved Replies Print

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Consistency without sounding automated.

WHAT THEY PROVIDE

Speed Consistent accuracy Fewer errors in complex instructions

WHAT THEY RISK

Replies that do not address what was asked.

WHY THAT HAPPENS

A template selected by topic rather than by the actual question.

WHAT TO DO ABOUT IT

Always personalise the opening and closing.

WHAT THE OPENING SHOULD DO

Restate their specific situation.

WHAT TO TEMPLATE

Technical instructions Policy explanations Standard information

WHAT NOT TO TEMPLATE

Apologies Bad news Anything emotional

WHY

They are recognised instantly as canned, and it makes things worse.

WHAT TO REVIEW REGULARLY

Whether templates are still accurate.

WHY

Products change, and outdated instructions destroy trust.

WHAT TO TRACK

Which templates are used most.

WHAT HEAVY USE INDICATES

A problem worth fixing in the product or documentation.

WHAT TO DO ABOUT IT

Fix the cause, then delete the template.

WHAT TO AVOID

Hundreds of templates nobody can find Templates with placeholders left unfilled

WHY THAT SECOND POINT

Sending a message with a bracket where a name should be is worse than writing from scratch.

WHAT TO CHECK BEFORE SENDING

That every placeholder is replaced.


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