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SMS template field reference

This article describes the fields available when creating or editing an SMS template.

Field Description
a. Template name The name you’ll see when selecting the template. Choose a name that describes the template’s content so it’s easy to identify in the list.
b. Body The SMS content. Use shortcodes to personalize with dynamic data such as the recipient’s name, account name, or date.
c. Save & exit / Save / Cancel Click Save & exit to save the template and return to the list, Save to save without leaving, or Cancel to discard changes.

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