Create a SMS Template


Step 1: Go to "Template"

Go to Template in My Setup.

Click "My Setup" at the top right corner
Select "Template Management"
OR

Enter Campaign Section, click the Template button at the top right corner.

Shortcut under the "Campaign" section

Step 2: Create a SMS Template

Click the Create SMS Template button at the top right corner.

Shortcut under the "New SMS Template" section

Step 3: Name The Template

Give a name to the template.

Enter the name of the SMS template

Step 4: Choose the Access Type

Choose the access type of the template.

Do you want other users to use this SMS template?

Tips

If the SMS template is public, other users can use and modify this template as well.


Step 5: Write The SMS Content

You can write a SMS in the editor directly.

Enter the SMS content

Step 6: Insert the Personalized Data Field

Then choose the personalized data field and insert it to the appropriate location (if needed).

Insert personalized data fields

Step 7: Preview

After finishing the email, you can click Preview to verify the content in the browser.

Preview the SMS in browser

Click the Save button when you have finished.