Use SMS Templates

Use SMS Templates

Using Templates

If you have already created SMS templates, you can use those templates to send SMS to your clients.

You can use the template for messaging by selecting the template and click in “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 “Message” field, changes for the template can be saved by clicking “Save” button. 

Deleting Template


A template can be deleted by selecting the template from “Select Your Template” dropdown and clicking on “Delete Template” button. A permission pop-up message will appear stating “Are you sure you want to delete this template?”. Delectation can be confirmed by clicking “Yes”. 


    • Related Articles

    • Set Default Templates & Hierarchy

      Please Note - The Folder Settings can only be accessed by the Super Admin and Admin. Inside your Zoho CRM, go to Google Drive Settings Then, click on Folder Settings Once you are inside Folder Settings, you can create templates and set their ...
    • 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 ...
    • How to Use SMS Templates

      3.1 Create SMS Template The Clickatell Extension for Zoho Desk allows you to use templates. Since you don’t have to create SMS content every time, it can save you time. By default, there will be no template available, you to create one first. In ...
    • SMS Templates

      Create SMS Template With this plugin, users can easily create custom templates to send messages in an instant. As a result, they don't need to create messages manually every time. By default, there will be no template. First, he needs to create a ...
    • User Guide - Zoho CRM 2 GoogleDrive extension

      The widget can be used to create leads or deals folders in google drive through the leads or deals module. Through the widget, the users can also move, rename, browse, upload files, and share and delete files and folders. Using the widget through ...