SMS Templates

📲 Learn how to create SMS templates for sending text messages.

SMS Templates are pre-defined text drafts designed within Clevero, offering seamless communication through text messages. These templates can effortlessly merge relevant record data and are fully customisable to each client's unique needs.

Watch the guided demo below to see how to create an SMS template.

You can also follow the same steps using the written guide below.

1. Go to Settings and select System Settings.

2. Click on SMS Templates to access the template management page.

3. Choose SMS Builder to create a new template.

4. To create an SMS template:

• Provide the template name.

• Specify the associated record from which the SMS will draw information.

• Craft your SMS body with the intended content and messaging.

5. You can link a specific field from the associated record into the SMS body. The chosen field's value will automatically populate the SMS.

• Parent Record: This option links to the primary record associated with the SMS Template, allowing access to data directly from this primary record.

• Linked Record: This option refers to secondary records related to the primary record. It enables you to access and incorporate information from these linked records into the SMS Template.

6. Click the Save template button to save your SMS Template.