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.
- SMS templates are only supported within Opportunities or Sequences
Add new Email template
- Profile icon > Communications > Automation > Sequences > View > Add new sequence > Set up SMS template > Save
Set up Email template
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