Texting Message Templates

 

You can create a new Texting Template by going to the SMS tab.

 

 

 

Then click the “Text Message Templates

 

 

 

Name the new Template,   type the content.

You can add tags by clicking the “Insert Customer / Company Info” button. These will autofill with the info when the text message is sent.

For example – the {{CUSTOMER_NAME}} tag will fill in the customer’s name of the person you send the text message to.

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When finished typing up the Text Template, click the blue “Create Template” buttonblank

 

 

 

The new Text Template will be located in the Templates Listblank

 

 

 

 

 

 

Updated on February 24, 2022

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