How to adjust agent specific SMS templates

Customising an SMS template

To access the ‘SMS Templates’ screen:

  1. Click the Admin Dropdown Agents Agents register Select the agent whose Template you will be altering (typically yourself)

  2. Click the ‘SMS templates’ tab in the grey band.

  1. Select an SMS template from the Template Dropdown menu.

  2. Insert your alterations to the template in the large text box, then press the green Save SMS Message Template button on the top right of the window.

Reverting an SMS template

To access the SMS Templates screen.

  1. Click the Admin Dropdown Agents Agents register Select the agent whose Template you will be altering (typically yourself)

  2. Click the SMS templates tab in the grey band.

  1. Select an SMS template from the Template Dropdown menu.

  2. Press the red Revert to Default Template button on the top right of the window.

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