How to Add and Edit SMS Templates

1 min. readlast update: 03.15.2024

How to add & Edit SMS Templates

SMS (Short Message Service) Templates can be used for many different things throughout Everyware. Including Quick Replies, Automations, and Campaigns. They're all created and stored under Messagaging > SMS Templates.

To add a new SMS template:

Go to the SMS Templates Page 

Click Add SMS Template

Name Your template 

Select Custom Fields (If Applicable). Custom Fields will populate in the message from the Customer Profile. Pro Tip: Personalize your message by selecting [CUSTOMERFIRSTNAME]. EXP: "Hi [CUSTOMERFIRSTNAME]... 

Save Changes 

⚠ If you are using custom fields then make sure to put the custom field name in all caps and inside brackets. Ex:[CUSTOMERFIRSTNAME] 

Was this article helpful?