Create an SMS Template

Pre-drafted SMS templates can be automatically triggered or easily sent manually

Chris Arenas avatar
Written by Chris Arenas
Updated over a week ago

To create a new SMS template:

  1. Navigate to More > Settings > Text SMS Templates.

  2. Click the green Add Template button to create a new template.

  3. Add a name to your template and compose your message. You can click on a lead field on the left side of the template creator to add a dynamic data tag to the template.

    Select a group for your template to be added to and click Save.

    Additional information about SMS template settings and creating groups can be found here.

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