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Creating and using an SMS template
Sam Aparicio avatar
Written by Sam Aparicio
Updated over a week ago

With, you can use SMS templates to send messages that include information that infrequently change. It's a great way to help you save time, adds an additional touch point and is an effective method of communication. Create and save a message as a template, and then reuse them when needed.

Before you start

Here are a few things to know before you create a SMS template

  • This is a premium feature and requires a Business SMS plan

  • All templates created live in the templates library

  • We log all inbound and outbound SMS to the CRM

  • If you need to create an email template, this help article will walk through that process

To create your SMS template

1. In the Web Phone click the SMS dropdown arrow

2. Click SMS Templates to launch the template page

3. Click the Pencil icon to create a new SMS > click New SMS

4. In the message body, enter the content that you want Pro Tip: Attach an image (up to 5MB) or insert an emoji to add personalization to your message.

Use email tokens by clicking the + icon to add elements to your message that are personalized based on the information you already have. For example, you can address your contact by First Name, Last Name or both.

5. Click Save as Template and add a name to add the template to your Templates Library > click Save Template

To access your templates, click the Vector Icon. Use the templates library to preview, share or edit your templates

Using an SMS template

To manually send a templated SMS, click the SMS dropdown arrow and select the SMS template from the dropdown. will automatically send the SMS when a template has been selected

To send a templated SMS during a Power Dialer Session, click the Auto-SMS dropdown > select the SMS template. will automatically send the SMS template selected if no contact has been made (if automation is enabled) Pro Tip: Choose which templated SMS to send in-between calls!

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