Comms Hub: How do I create a text message (SMS) template?

Overview

This article explains how you create an SMS template for use when sending text messages in Comms Hub. Well-structured templates will save time when composing frequently sent text messages that include the same content.  

Prerequisites

  • Your user account must have been permitted to create a text message (SMS) template by a user with one of the following user roles / permissions: Account owner, Account Admin or Full Edit.

Instructions

  1. In Comms Hub, select Communications.
  2. Select Templates to open the Templates window:
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  3. Select Create:
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  4. Enter a Title for your message template - this will be used as the title in your message too.
  5. Select a Category for your message template.
  6. Select SMS as the Type. The SMS Message field is displayed:
  7. Enter the content of the SMS to use in the template into SMS Message:
  8. Select Save.

Outcome

Your SMS message template has been created to use when composing text messages (SMS).

Related information

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