SMS Templates
You can create SMS templates to send predefined messages to Temps and Contacts. The templates created can be stored under particular folders for easy categorization.
Note: The SMS Add-on feature has to be enabled to create, edit or delete SMS Templates and Folders. Create SMS template:
- Click Settings > Setup > Templates > SMS Templates. SMS Templates page is displayed.
- Click +New Template. New SMS Template page is displayed.
- Select the Module from the drop-down list.
- Enter the Template Name in the respective text box.
- Select the template folder from the Store Under drop-down list.
- In the Email Template Body section, do the following:
- Select the module from the Available Merge fields drop-down list.
- Select Field from the drop-down list.
- Copy paste the Copy Merge Field Value in the template body and enter the required message.
- Click Save. The new SMS template is displayed in the SMS Templates page under the SMS folder.
Note: Template Name and Store Under fields are mandatory.
Create SMS template folders:
- Click Setup > Templates > SMS Templates. SMS Templates page is displayed.
- Click New Template Folder. Create SMS Template Folder page is displayed.
- Enter Folder Name in the respective text box.
- Specify additional information about the folder in the Description text box.
- UnderShare This With,select one of the following options:
- Everyone: To enable the folder access for all the users.
- Only me: To enable the folder access only to you.
- Selected users: Select the users or user roles that can access the folder.
- Click Save. The new template folder is displayed in the SMS Templates page.
Note: Folder Name field is mandatory.
Note:
- Only the Admin can create SMS templates for Temps and Contacts.
- Admin and Agent can send SMS to Temps and Contacts as Single/Bulk.
- Only the Admin can give SMS add-on access to the Agents.
To Edit or Delete a template/folder:
- Click Settings > Setup > Templates > SMS Templates. SMS Templates page is displayed with existing SMS templates.
- Click Edit or Delete link next to the template name.
- In case of Edit, make necessary changes and click Save. In case of Delete, click OK.
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