Create & apply SMS templates

SMS templates let you reuse text messages you regularly send to clients—apply them when messaging clients individually, in bulk, or through pipeline automations .

Create SMS templates

Note

An SMS template can be created by a firm owner, an admin, or any team member with Manage templates access right .

To create an SMS template:

1. Go to Templates > Firm templates and go to SMS tab.

2. Click Create template.

   

3. For a description of each field, see the field reference .

4. Click Save & Exit or Save to save the template.

   

Apply SMS templates

Once you’ve made an SMS template, use it to speed up creating any new SMS. Here’s how:

1. Choose the option to create a new SMS:

• Click New on the top left, then select SMS.

• Click New SMS in the SMS tab of the Communication section of an account profile.

• Click New SMS in the SMS tab of the Communications section.

• Select one or more recipients in your Accounts list, then select Send SMS in the pull-down menu.

2. Select recipient or recipients, if you haven’t done so yet.

3. Click on the Template field, then select the template from the drop-down menu.

4. Edit the existing text if needed, then click Send.

   

Note

Changes you make to the SMS text don’t alter the selected template.

Add SMS templates from the Library

You can add ready-made SMS templates with the best practices from our library. To do this:

1. Go to Templates > Firm templates and go to SMS tab.

2. Click Copy from library.

3. Click the copy icon at the right of the template you want to add.

Edit SMS templates

To make changes to an SMS template, follow these steps:

1. Go to Templates > Firm templates from the left menu bar, select SMS, then click on the name of the SMS template.

2. Make changes to the SMS template, then click Save & Exit.

For a description of each field, see the field reference .

Duplicate SMS templates

To create a new SMS template from an existing one:

1. Click the three dots to the far right of the SMS template name.

2. Select Duplicate. The template’s copy will be saved with a suffix (e.g., Reminder (2)).

Delete SMS templates

To remove an SMS template completely:

1. Click the three dots to the far right of the name of the SMS template,

2. Select Delete, then confirm the action.

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