FAQ: How to edit SMS templates?
Answer:
Edit SMS templates by following these steps:
Navigate to your ‘Profile’ and click ‘Manage Templates’.
2. Go to the ‘SMS Templates’ tab.
3. Select the template you want to edit.
4. Click the ‘Pencil’ icon.
5. Edit the information you want to edit.
6. Hit ‘Edit’.
Adding a new template
Navigate to your ‘Profile’ and click ‘Manage Templates’.
Go to the ‘SMS Templates’ tab.
Click ‘+Add New’. A small window will open.
4. Fill out the fields;
Template Name - put a name on your template.
‘Message’ - add the message you want to have in your SMS template. You can use a variable; type ‘@’ to trigger the variables.
Attachment - add an attachment to a template.
Hit ‘Save’.
To test your SMS template;
Go to ‘Leads’, and click ‘Active Leads.’
Select the lead you want to test the SMS template.
Go to the ‘Lead Details’ tab, and hover over your mouse to the Lead’s GENERAL INFO section.
Click the ‘Message’ icon. The ‘Send Message’ window will open.
5. Fill out the fields.
‘Send To’ and ‘Send From’ - are auto-populated fields.
‘Choose the message from templates’ - click the dropdown list to select. The system will pick all the information on the selected ‘variables.’
6. Click ‘Send Right Away’ and it will send the message.