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.
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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
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 SalesIQ Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
New to Zoho DataPrep?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Bigin?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
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 ...