SMS Templates

Where do I set up SMS messages?

To set templates

Admin/Settings/Other/SMS Templates.  These have been broken down into areas for the templates to be accessed easily.

Creating a Template

The example below is for a Customer SMS template.

To create a message click the Create tab.

Add a Template Description

The text will need to include the persons to contact and a phone number.

Custom Fields can be inserted by double clicking in the correct location.

A character count is included but this is an estimate only, when Custom Fields are added in the count will change.  The count is updated when the template is saved, it is recommend it is opened again to see the character count. 

Note: the count does not include line feeds (new lines).

The template will now show in the Description area of the screen.

To edit a Template, double click and make the necessary changes.  Save when finished.

Sending a Message

SMS's can be sent from various area of the program where the SMS button shows

This will open the Send SMS screen.

If Templates have been saved, select the Page at the bottom of the screen to bring them up.

Double click or selecting Select will insert the template into the message.