How to Configure SMS Templates

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Overview

  • In this article we’ll describe how to configure SMS Templates. Note: You must have the SMS Admin role to configure SMS Templates.

Add a new SMS Template

  1. Open the Main Menu and scroll down to ENTERPRISE APP.
  2. Click SMS Templates.
  3. Click New.
  4. Fill out the SMS Template fields:
    • Type: Entity type to use for Merge Fields. Available options: Customer, Quote, Job, Asset Service Report, Lead
    • Name: Name of the template.
    • Admin Requirement: Optional. When the SMS is sent, the Admin Requirement will automatically be changed to Yes. Only applies to the Lead, Quote and Job types.
    • Template: Message text to send. It can contain merge fields (use the Merge Fields button to import a merge field).
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