Workspace Templates allow individual workspace owners and delegates to create a custom library of text message templates. Unlike Organization Templates, which can only be created by administrators and are then made available for an entire organization, Workspace Templates are created by specific users or teams, and are only available within the workspace where they’re created. This feature decentralizes template creation, enhances personalization, maintains compliance, and saves time on message composition.

Once enabled, workspace owners and delegates can select My Templates in Hearsay Desktop’s side menu to begin creating and publishing message templates. After a template is published, it can be accessed by clicking Use a Message Template in the message composer. When a template is selected, it’s pasted into the message composer from where it can be edited, sent, or scheduled. 

Workspace Templates are initially only available on Hearsay Desktop. Each workspace can create up to 20 templates.

Learn how to create a Workspace Template.

This feature is off by default. To turn it on, send an email to support@hearsaycorp.com and include “Enable Workspace Templates from the August 2024 Release” in the subject line. In the email, please add any questions that you may have.

Workspace Templates library in Hearsay Desktop

Create a Workspace Template

Use a Workspace Template