Add Text Template

Created by Ezra Weinstein, Modified on Tue, 27 Sep 2022 at 05:41 PM by Hannah Harris

1. Name Template


Your template will need a name. Remember, naming conventions are very important when you or someone from your team is trying to find a specific template to send to a lead or customer.


2. Create SMS Template


In this body section, you can create your SMS template!

3. Attach Files To SMS


You can attach files from your computer to your SMS templates by clicking here.


4. Preview SMS Template


As you create your SMS template, you can preview what it will look like to your leads or customers by clicking the preview window here!


5. Send Test via SMS


If you want to test out your new SMS templates, you can do so by entering a phone number here and pressing "Send Test".

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