Creating SMS Templates

An SMS template is used to define and compose text which is very useful and reusable when creating an SMS for your customers.

LeadCenter.AI SMS template page consists of the ShortCodes section on the right side. These shortcodes are variables used for default lead details, custom fields, and appointments.

Creating an SMS Template

To create an SMS template, do the following;

1. On the LeadCenter.AI, go to Setup > Workflows > SMS Templates
2. Click on Add New button to create a new email template.
   
   
   
   
3. Enter the following details on the Create SMS Template page
   • Template Name: Enter the name of the SMS template.
   • Message: Enter the message for the SMS template. You can copy and paste the required shortcodes while creating the SMS body.
     
     
     
     
4. Click on Create SMS Template to create the new SMS template.

Editing an SMS Template

To edit an SMS template, do the following;

1. On the LeadCenter.AI, go to Setup > Workflows > SMS Templates
2. Choose the SMS template to be edited and click on the Actions drop-down and select Edit
   
   
   
   
3. Edit the SMS template and click on Update Sms Template
   
   
   
   You have successfully updated your SMS template.

Deleting an SMS Template

To delete an SMS template, do the following;

1. On the LeadCenter.AI, go to Setup > Workflows > SMS Templates
2. Choose the SMS template to be edited and click on the Actions drop-down and select Delete
   
   
   
   
   A pop-up will be displayed “Are you sure to delete the selected email template”
3. Click Yes, delete it to delete the SMS template.
   
   
   

You have successfully deleted the SMS template.