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Create New Text (SMS) Template

Learn how to create a new Text (SMS) template for your Automations

Text (SMS) templates are different from Email Templates in many ways. Our system does not allow for creation of functioning text templates from scratch. The regulations regarding SMS marketing require strict adherence to certain guidelines. We have taken the guesswork out of this for you by including a text template that you can simply duplicate each time you need to create a new text template. This ensures that your template will be ready to send once your content is added!

You’ll need to create each text template via duplication of the front-desk template.

  1. Navigate to the Automations tab and toggle to Templates
  1. Click the drop down arrow to the right of the front-desk template and click Duplicate
    1. Notion image

  1. Rename your Text (SMS) template including “-text” at the end of the template name and click Save
    1. Notion image

  1. Edit the content of your Text (SMS) template and click Save Template
Notion image

Now you will have a new Text (SMS) template for your Text automations! Creating a Text (SMS) template is not currently available through the Create Template button and must be completed by duplicating the front-desk template, or another Text (SMS) template in your Portal.

At this time, images, videos, and gifs can not be added to text templates. You can add a url link, but hyperlinking is not currently supported.
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