How to Use SMS Templates

How to Use SMS Templates

Create SMS Template

This plugin provides the opportunity to use templates so that the users don’t need to create SMS content every time.


Custom Templates can be created or used for the widget. By clicking on the ‘Templates’ button, the template page will open. By default, there will be no template present. The user needs to create the template first to use it. After creation, the template will be present in the drop-down list.

Step 1: 

Click on ‘Templates’ button




Step 2:  

Click on the “Manage Template” button



Step 3: 

“New Template” button: The message field will be enabled by clicking this button

Template Name: Give a name to your Template

Merge Field: You can select a merge field from the drop-down list

Message: In the message section, you can write your desired message



Step 4: 

Click on the ‘Save’ button to save all the values you gave in Step 3



After saving the template successfully, a successful message stating “Template Added Successfully!” will appear.

Use SMS Templates

Using Templates

After adding a new template or updating an existing one, users can use the template for messaging by selecting the template and clicking on the “Use Template” button. Created templates can be found for all tickets. Also can be used for any ticket. 




Editing Template

A template message can be edited. After editing text in the 'Message' field, changes for the template can be saved by clicking the 'Update' button.



Deleting Template

A template can be deleted by selecting the template from the “Select Your Template” dropdown and clicking on the “Delete Template” button. 

A permission pop-up message will appear stating - “Are you sure you want to delete this template?”. 

Deletion can be confirmed by clicking ‘Yes’.  



Note: If you still have any queries please write us at help@saasplugin.com.au

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