SMS Template Management

This article will detail creating SMS email templates. Templates will be available for our Professional SMS customers. If you haven't yet set up your SMS license, please reference our Signing up for SMS article as well as our article on How to Send SMS Messages!

To start, navigate to your navigation menu and select "Your Profile & Preferences"


Afterwards, you'll want to navigate to the My Templates section.


After selecting the plus sign you'll be prompted to name your template. Please note that this is required in order to save your template. Next you may choose whether or not you wish to keep this template internal OR share that with your organization. Finally, you may also select the "Insert Data" option to pull in mail merge fields into your template. 


Below is a template example including a mail merge field (highlighted in yellow). Once completed, please save below.


To access and send that template, you may select the paper scroll icon within the text message panel. This will prompt a pop up window thath will display the available templates.

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