Zoho Workerly | SMS Templates

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:

  1. Click Settings > Setup > Templates > SMS TemplatesSMS Templates page is displayed.
  2. Click +New TemplateNew SMS Template page is displayed.
  3. Select the Module from the drop-down list.
  4. Enter the Template Name in the respective text box.
  5. Select the template folder from the Store Under drop-down list.
  6. 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.
  7. 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:
  1. Click Setup > Templates > SMS Templates. SMS Templates page is displayed.
  2. Click New Template FolderCreate SMS Template Folder page is displayed.
  3. Enter Folder Name in the respective text box.
  4. Specify additional information about the folder in the Description text box.
  5. Under
    Share 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.
  6. Click Save. The new template folder is displayed in the SMS Templates page.
    NoteFolder Name field is mandatory.

  • 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:

  1. Click Settings Setup Templates SMS TemplatesSMS Templates page is displayed with existing SMS templates.
  2. Click Edit or Delete link next to the template name.
  3. In case of Edit, make necessary changes and click Save. In case of Delete, click OK.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com



                          Manage your brands on social media

                              Zoho Marketing Automation

                                Zoho Sheet Resources


                                    Zoho Forms Resources

                                      Secure your business
                                      communication with Zoho Mail

                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times

                                        Carry your calendar with you
                                        Anytime, anywhere

                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now

                                                        Zoho TeamInbox Resources

                                                                Zoho DataPrep Resources

                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW

                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now

                                                                                          • Related Articles

                                                                                          • SMS Gateway

                                                                                            Introduction SMS Gateway is a Zoho Workerly feature that enables the user to quickly send messages and communicate with Temps/Contacts. With the SMS Gateway, you can either send individual or bulk messages to Temps/Contacts. Zoho Workerly supports ...
                                                                                          • Ytel for Zoho Workerly

                                                                                            The extension is available only for the US DC users. The Ytel extension for Zoho Workerly enables temporary staffing agencies to send SMS messages to their temps, directly from Zoho Workerly. With this extension, staffing agents can use SMS to ...
                                                                                          • Email Templates

                                                                                            Create an Email Template With Zoho Workerly, it is easy to create Email Templates that you usually send to Temps and Contacts. You can make use of Email Templates rather than having to type the same content for a Temp every time a new job comes up. ...
                                                                                          • Vonage for Workerly

                                                                                            The extension is available only for the US DC users. Installing the extension You can either go to the Zoho Marketplace and install the Vonage extension, or log in to your Zoho Workerly account and install. To install Vonage extension: Go to Setup > ...
                                                                                          • Workflow Alerts

                                                                                            Workflow Alerts are among the actions associated with a workflow rule. Alerts are nothing but emails or SMS triggers that are sent to Temps, Contacts, and Users. When you associate a workflow alert to a workflow rule, the selected email or SMS is ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace



                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.

                                                                                              Zoho Show Resources