Templates

The following guide will show you how to create and use templates for routine SMSs.

Simply click on "Sending" on the left-hand control panel menu, select the "Templates" option and follow these easy steps:

Creating a Template

Click on "+ Create Template" to the top right of your screen and give your new template a name. Type your required message in the "Contents" field and click on "Save", as seen below:

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Once you clicked on "Save", your new template will be created and you will be able to view, edit or delete your templates from the resulting screen.

Selecting a Template

Proceed to send a bulk or single message using one of your templates, by clicking on the "SMS Template" tab from within the sending screen, as seen below:

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Sharing Templates with Sub-Accounts

  • You have the option of sharing your templates with your sub-accounts by selecting the "Share with Sub-Accounts" option when creating or editing a template.
  • You also have the option of forcing a sub-account to only make use of the master account's templates by making the necessary changes under the "Authorisation" tab when editing a sub-account.

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Important Information

  • Select the relevant placeholder (Value 1 - 6) to add to your message content if you would like to create a custom template. This must correlate with your imported numbers' data, E.G: If your first column is your name field then "Hi @@[email protected]@" will result in "Hi Jane". Please note that this is not required.

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