Add Text Template

  • 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.

  • Create SMS Template

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

  • Attach Files To SMS

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

  • 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!

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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