To send SMS Text messages in XenDirect, users must first create SMS Text message templates. These templates allow for quick and consistent messaging when communicating with clients or staff.
Navigation
Tools → Marketing Functions → Create SMS Templates
Applies to: Enterprise | Plus | Basic
Creating an SMS Template
Follow these steps to create an SMS template:
- Navigate to Tools → Marketing Functions → Create SMS Templates.
- Click New SMS Template.
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Enter the required details:
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SMS Text Name:
- Enter a unique title for the SMS template (Required).
- The template name is not included in the message when sent.
- Note: There are no reserved template names at this time.
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Message Body:
- Enter the text message content (maximum 120 characters).
- Use smart abbreviations to maximize the message’s impact within the character limit.
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Target:
- Select whether the template is for Clients or Staff.
- The system filters available templates during the send process based on the selected target audience.
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SMS Text Name:
- Click Create to save the template.
- Click Cancel to exit without saving.
Conclusion
Creating SMS templates in XenDirect ensures quick and efficient communication with clients and staff. Proper template management helps streamline text message operations within the system. For further assistance, refer to related articles or contact support.