In this lesson you will learn how to add your own custom SMS template.
Click Settings from the Dashboard
Click SMS Templates
Click Add SMS Template
Note: You can click Edit button if you wish to modify an existing template.
Create a new SMS Template
- In the Template Name box, enter the name of the new template.
- Type your message you want in the Message box.
Use the SMS Template Fields
You can use the SMS Template Fields to automatically fill in the information to your message.
Example: Select Customer's Job Contact First Name to show its field name
- Click the field that you want to use in the SMS Template Fields list box.
- Type the brackets and field name to insert the field in the Message box or simply copy and paste them.
Message box
Click Save Changes
Once you are finished, return to the job dispatch board to test your new SMS template.