How to Use SMS Templates at REsimpli
Create New SMS Template
- a. Click on the top-right menu
- b. Select SMS Template.
- c. Click Add New on the upper right. A new window will appear.
- d. To create the template, type the Template Name and the Message details. Click Save. (SMS Template Updated Successfully notice will be displayed on the upper right corner)
Type “@” to assign. Select the appropriate assignees to be automatically provided in the template. See the sample image below:Use the SMS template.
Use the SMS template.
- a. Go to the Leads → Active Leads section on the left sidebar menu.
- b. Click on the Lead’s address to select.
- c. The Lead’s information will display. Click the “Send Message” icon.
- d. Send Message window will open. Click the dropdown arrow to select from the SMS Template. Choose the appropriate template.
- e. Check the message details if conforms to the Lead’s information.
- f. Click Send.
Note: SMS Templates are used for recurring messages
END.
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Sharad Mehta 
