You must create SMS Text message templates to be able to send SMS Text messages.
Navigation:
Release 3: Tools > Marketing Functions > Create SMS Templates
Release 2: Report Menu > Marketing > Templates SMS
Applies To: Enterprise Plus Basic
Create SMS Templates
Use this feature to create SMS text templates.
Release 3
- Go to Tools > Marketing Functions > Create SMS Temp.
- Click [New SMS Template].
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Enter the required data.
- SMS Text Name: Unique title of SMS Text template. The name is not sent with the message. Required field. There are no reserved template names at this time.
- Message Body: A maximum of 120 characters that will be sent as the text message. Use smart abbreviations where possible to create a more in-depth message when message length is a concern.
- Target: Select if the template is targeted to Clients or Staff. The send process filters the template list based on the population.
- Click [Create] to save or [Cancel] to close without saving.
Release 2
- Go to Report Menu > Marketing > Templates SMS.
- Click [New].
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Enter the required data.
- SMS Text Name: Unique title of SMS Text template. The name is not sent with the message. Required field. There are no reserved template names at this time.
- Text Message: A maximum of 120 characters that will be sent as the text message. Use smart abbreviations where possible to create a more in-depth message when message length is a concern.
- Population: Select if the template is targeted to Clients or Staff. The send process filters the template list based on the population.
- Click [OK] to save or [Cancel] to close without saving.