Creating a Text/SMS Message Template

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Setting up text message templates can significantly streamline your communication process, ensuring consistent and personalized messages are sent to your recipients. In this article, we'll guide you through the process of creating and managing text message templates within our system. Whether you're sending a general update, an arrears notice or an inspection reminder, crafting the perfect template is just a few steps away. 


Accessing Your Templates 

Text message templates are conveniently shared across all your companies, allowing for a centralized and cohesive messaging strategy. To begin working with templates, you'll want to: 

  1. Click on the Settings menu.
  2. Select Templates from the Communications section. 
  3. You'll then see the Text Message Templates list, which offers an overview including the name and a preview of each template. 

Copy of HelpCentre_Desktop Landscape_Video (57).gifCreating a New Template 

Add a new template by taking these actions: 

  1. Locate and click the Create text message template button at the top right of the Text Message Templates screen. 
  2. Choose a template type relevant to your text. Selecting the correct type is crucial as it determines the template's application within the system. 

Template Types 

  1. General Templates: Suitable for individual messages through a contact file or group messages via the Contacts page. 
  2. Arrears Templates: Specifically designed for arrears notifications within the Arrears Hub, with additional fields related to rent and non-rent arrears. 
  3. Inspection Notice Templates: For setting up rules related to property inspections, these include specialized fields for inspection information. 

Composing Your Message 

Here’s how you craft the content of your text message: 

  1. Type your message content in the editor provided. 
  2. Use the blue merge field buttons to integrate placeholders – these are areas in your message that will automatically populate with personalized information once sent. 
  3. Please be aware of the 320-character limit for text messages; the system will alert you if your message exceeds this length. 
  4. Utilize the Preview feature to see a mock-up of your template with sample data, assuring everything appears as intended.
  5. Click Save to store your new template.
  6. If you need to go back to the list without saving, select Back to text message templates. 


Managing Existing Templates 

You can easily edit or archive an existing template by following these steps: 

  1. Find the template you wish to modify on the templates list. 
  2. Click the template title to open it. 
  3. Make the necessary changes or select the option to archive the template. 

 

With the above steps, you can effectively manage and expand your collection of text message templates, simplifying your outreach efforts and enhancing communication efficiency. 
 

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