Creating an SMS Template


  1. Navigate to (Configuration icon) SMS Settings Default SMS Templates

  2. Enter the name of the template in the description field.

  3. Write in the contents of the template.

    The supported variables are listed on the left. To use a variable, copy it into the template e.g {customer} will be replaced with the full name of the customer. When estimating the length of a message, please keep in mind that some variables (like customer names) do not have a fixed length. The automatic opt-out will add characters to the end of the message. We recommend that you try sending the SMS in a few test jobs to gauge average message size.

  4. Click Save SMS Message Template.

Selecting an SMS Template

  1. Navigate to (Configuration icon) Emails Default Email Templates

  2. Select a template from the drop down menu.

  3. Content will be loaded into the text area; click the field to being editing.

Deleting an SMS Template

SMS templates can’t be directly deleted. If a template is no longer required, the email type should be disabled. To disable a template:

  1. Navigate to (Configuration icon) Email and SMS Default SMS Templates

  2. Select a template from the drop down menu.

  3. Click the Disabled checkbox.

  4. Click Save SMS Message Template.

Where to Next?