Create a Template

The SMS Templates feature allows you to rapidly create new messages by pre-selecting the Sender, Subject, and message text. This is useful for frequently sent messages.

Use the following steps to save a message and its settings for quick access later:

  1. Navigate to SMS Templates.
  2. Select + Create new template on the top right of the screen.

  3. Enter a Template Name for your own reference. This is the name you will select when using the template later.

    Choose a template sender so recipients can immediately identify the sender of the SMS.

    You can choose one of the following options:

    • Use account default sender

      Uses the main phone number or custom sender set as your account default.

    • Use a specific phone number

      Select a phone number linked to your account.

    • Use custom sender (alphanumeric)

      Select an existing sender ID (maximum 11 characters, for example, CompanyName).

      When selecting a custom sender, you can use the search field to quickly filter and find sender IDs if you have many available. See Manage Custom Senders to learn how to create and manage custom sender IDs.

  4. In the Text for SMS sent with this template field, enter the message text you want to pre-fill when using this template.
  5. Select Create Template.

The new template now appears in your SMS Templates list.

Manage and Use templates

All created templates are listed under SMS Templates. On this page, you can perform the following actions:

  • Filter Templates by name or sender: Enter the name you want in the search bar.
  • Make changes to an existing template: Select Edit.
  • Send a message using a template: Select Send a message with this template. This opens the New SMS composer with the sender, subject, and message text pre-filled.
  • Insert a template's content: Open the New SMS composer at any time and select Choose a template to insert a template’s content.

Learn More

See the following articles to learn more: