SMS Templates

Purpose: SMS templates aim to expedite communication within a system by offering pre-defined message structures, thus saving time in sending updates, reminders, or notifications without the need to compose messages from scratch. Simultaneously, these templates foster consistency, ensuring a uniform and professional message style across various communication scenarios.

Related guides

  • Opportunities
  • Sequences 

Add new Email template

  • Profile icon > Communications > Automation > Sequences > View > Add new sequence > Set up SMS template > Save

Set up Email template

  • Name:  Enter a valid template name
  • Message: Set the SMS content to send to your Customer 
    • To use tags, type [ and choose from the list of tags