SMS Template

To access the SMS Template Creator, select the Templates icon from the Navigation sidebar on left side of the UI.

Once inside the Templates section, select the New Template button on the top right side of the main panel of the User Interface.

From the emerging popup window, select the SMS option.


Another popup window appears with two options, as shown in the next screenshot. Create Blank Template gives the option to define a totally new template, or you can select a template to clone from the list in the table, if there were to be any templates that had been previously created.

The steps to create a new SMS Template are the following:

  1. Enter the Name for the template.

  2. Enter the Description for the template.

  3. Enter the SMS content in the Message text field.

  4. Optionally, Add Personalized Fields into the message content. The options displayed are the existing Subscriber List Fields. These placeholders are then replaced with each of the Recipient’s information.

  5. Optionally, include the template into a category, through the Categories dropdown menu.

  6. Click Save and a confirmation message will display that the Template has been created, and will redirect to the Templates Section where all templates are displayed.

All fields must be completed before the template can be saved. A warning message is displayed mentioning which field is missing at the bottom of the screen.