Streamlining your communication process, creating SMS templates in advance offers convenience and customization. These pre-designed formats save valuable time by eliminating the need to create designs from scratch. Utilizing pre-configured templates ensures consistency in formatting across all your SMS. Additionally, it allows you to maximize the character limit space and include valuable tagging, such as for our payment portal.
View setting
➡️ Profile icon > Settings > Communications > SMS templates > View.
Organising folders and templates
You can create, edit, and categorize SMS templates for different purposes, such as appointments, reminders, portal links and service updates etc.
Add new folder
You have the flexibility to create as many folders as you require, and within each folder, you can further organize your SMS templates by creating subfolders.
➡️ Add new folder
Create a top tier folder
Create subfolder within an existing folder.
You can create maximum of 5 sub folders under a top tier folder.
Add new template
SMS template settings allow users to customise and manage templates for text messages.
➡️ Add new SMS template
Folder: Choose the folder in which SMS template needs to be saved.
Name: Provide an SMS template name.
Message: Convey the purpose of message. Use tagging if required.
Cancel/Save: Click Save or Cancel upon completing the side panel.
Move templates
To move SMS templates from one folder to another, simply select the corresponding checkbox and drag and drop the template into the desired folder.
Move folders
If you're thinking about moving a folder into another folder instead of moving templates, simply drag and drop the folder into the desired folder.
Managing folders and templates
You can easily manage the templates you've created.
Edit SMS template
➡️ Locate the template > Edit > Update side panel > Save
Delete SMS template
➡️ Locate the template > Delete > Type "Delete" > Delete
Archive SMS template
➡️ Locate the template > Delete > Type "Archive " > Archive
SMS templates cannot be deleted once they are assigned to any communications; only archiving is allowed.
Edit folder
➡️ Locate the folder > Change the folder name > Save
Delete folder
➡️ Locate the folder > Delete > Type Delete > Delete
Folders containing active or archived templates cannot be deleted.