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How to Use SMS Templates at REsimpli


Create New SMS Template

  • a. Click on the top-right menu
  • b. Select SMS Template.
red circle around sms template options in profile panel
  • c. Click Add New on the upper right. A new window will appear.
red circle around add new button with red arrow pointing to create template window
  • 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)
create template window with fields for template name and message.

Type “@” to assign. Select the appropriate assignees to be automatically provided in the template. See the sample image below:Use the SMS template.

message box showing @ symbol being used to show suggestion of appropriate assignees

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.
red arrow pointing to address of lead
  • c. The Lead’s information will display. Click the “Send Message” icon.
yellow label pointing to send message button
  • d. Send Message window will open. Click the dropdown arrow to select from the SMS Template. Choose the appropriate template.
send message window showing send to, send from and template options for message.
  • e. Check the message details if conforms to the Lead’s information.
red circle around lead address that also have red arrows pointing to same details in the send message window
  • f. Click Send.

Note: SMS Templates are used for recurring messages

END.