How to Use SMS Templates at REsimpli

1. 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.

2. 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.