SMS Templates

In the Templates screen, select SMS from the Delivery Channel options


Once selected, you will view all the created and stored SMS Templates in the platform.

Creating a New SMS Template

To create a new SMS Template, click on the New Template Card to start the Template Creation process.


The SMS Template Creator will open.


Enter the following information for the new Template:

  • Template Name

  • Template Description

  • Add a Template Category

  • To add Template to a Category, select one from the dropdown list. You may add more than one Category per Template.

  • Enter SMS Message

  • Add a Personalized Field to the message

    • Select any of the available Fields that are obtained from the Subscriber List

On the right side, you will be able to Preview the SMS Message for iOS or Android.

Click on the Save button and a confirmation message will display that the Template has been created.

If the user does not enter the SMS Template Name, Description and Message,  a message is displayed mentioning the template field that the user needs to enter. By not entering a name,description or message field, it is not allowed to create the New SMS Template.

For example, if the user does not enter the message of the New SMS Template,  a warning message will be  displayed at the bottom of the screen.

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