How To Use an SMS Template

Using an SMS Template is the easiest way to streamline your efficiency when sending an SMS message. You can use an SMS Templates on both the Caller side and the Admin side of VanillaSoft. To use an SMS Template, you must first create it by following the steps listed in our How To Create an SMS Template article. 

Use an SMS Template as an Admin

1. Log in to VanillaSoft as an Admin.
   
   

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2. Select the Project to which the Contact is located.
   
   

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3. Open the Contacts & Reports menu, and select the Search Contacts section.
   
   

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4. Enter any known contact information and click Search.
   
   

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5. Click the Contact Icon () to open the Contact Information page.
   
   

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6. Open the SMS tab.
   
   

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7. Click the Templates button, then select the desired SMS template.
   
   

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8. Make any desired changes as needed, then click Send.
   

Use an SMS Template as a Caller

1. Log in to VanillaSoft as a Caller.
   
   

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2. While on the Contact you would like to send an SMS to, click the SMS icon.
   
   

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3. Click the Templates button, then select the desired SMS template.
   
   

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4. Make any desired changes as needed, then click Send.