Page tree
Skip to end of metadata
Go to start of metadata

Adding SMS Templates

SMS templates enable you to set up automated SMS messages for a table with default messages and recipients, including elements such as variables and attachments.


Follow these steps

  1. Either...
    1. Navigate to Setup > Email and SMS and click Access SMS Templates.
    2. Then select the relevant table and click Next.
  2. OR in a table view click the SMS button and select Manage Templates.
  3. Either click New, or edit an existing SMS template.
  4. In the Edit SMS Template window, click Heading to enter template information:
    1. In the Heading tab, enter a Template Name.
    2. Enter a Description.
    3. Select if the template is visible for users with the permission to view Published templates.
    4. Select the teams for whom the template appears in the list of active templates for those with permission to view it.
    5. Click Finish.
  5. If you wish to add a variable, select Insert > Variables.
    1. In the Formula wizard, add the formula.
  6. If you wish to use an existing template as a base, select Insert > Populate from template and select a template from the list.
  7. Select an outbound SMS account in the From drop-down menu.
  8. Select a message recipient by clicking the To recipient link.

    1. Either select a recipient type from the available list and click the search icon to open a list of all users.
    2. Select the recipient(s) from the list and choose an option to import them.
    3. Or enter phone number(s), separated by a comma.
  9. Enter the message content.
  10. Optionally, click the Attachment icon at the bottom of the screen to add an attachment .
  11. Click Finish.