Soffront SMS template allows you to standardize your Sales communication through text messages. It removes the effort of composing frequently sent text messages such as follow-up messages or welcome messages or reminder messages hence saving a lot of time.
You get the provision to create your desired SMS Templates and use them while sending text messages to your Accounts and Contacts.
Follow the steps below to create an SMS Template:
1. Go to Sales module → Templates → SMS Templates
2. Click on the Add button to add an SMS Template
3. Fill in the details on the Add SMS Template page as shown below:
- Name: Type in an appropriate name for the SMS Template, This will help you to search for the template later on.
- Status: Make sure the template is Active, you will not be able to use any inactive template while sending text messages.
- Your Message: In this section design your text message as per your requirement.
- Select merge fields: You can personalize the text message by selecting an option from this drop-down menu. In this menu, fields are populating from Contacts.
4. Once you are done click on the Save button to save the SMS template.
5. You will get the saved SMS Template in the SMS Templates list view.
6. From the SMS Templates list view, you have the ability to make a Template as Active or Inactive as well as you can also delete a template as per your requirement.
7. You can use the SMS Template during your conversation with Accounts or Contacts.
