Updating Your SMS Templates

Updating your SMS templates regularly is crucial to keep your communications effective and compliant. Using Contact Variables enhances personalization and engagement. For SMS best practices and to avoid issues like message velocity limits, check our SMS Compliance and Best Practices article. For guidance on creating new templates, see the How to Create an SMS Template article.

Note: Admins cannot modify templates created by Callers, and vice versa. If you need to alter a template you did not create, you must contact the creator directly.

Steps to Update an Existing SMS Template for Admins

  1. Access the Desired Project: From the admin homepage, open the project where you want to create the SMS template.

  2. Select SMS Templates: Open the Email, SMS & Docs menu from the top of the page and choose SMS Templates.

  3. Open Your Template: Click on the Display Name of the template you want to modify.

  4. Modify Your Template: Make any necessary changes to your template.

  5. Test Your Template (optional): Enter your mobile number in the Send SMS Test area and click Send to preview how the template will appear to the recipient.

  6. Save Your Template: Once you are satisfied with the template, click Save.

Steps to Update an Existing SMS Template for Callers

  1. Access My SMS: From the Caller homepage, click on My SMS at the top of the page.

  2. Navigate to SMS Templates: Open the SMS Templates section from the top of the page.

  3. Open Your Template: Click on the Display Name of the template you want to modify.

  4. Modify Your Template: Make any necessary changes to your template.

  5. Test Your Template (optional): Enter your mobile number in the Send SMS Test area and click Send to preview how the template will appear to the recipient.

  6. Save Your Template: Once you are satisfied with the template, click Save.

Implement Your SMS Template

Once your template is ready and tested, you can begin using it immediately. For detailed instructions on how to effectively use your newly created SMS templates, ensuring that each message sent is impactful and aligned with your objectives, please refer to the Using an SMS Template article.

By keeping your SMS templates current and aligned with best practices, you not only ensure compliance but also maintain a high level of engagement with your contacts, supporting the overall success of your communication efforts.

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