Documentation

SMS templates

Author: Łukasz Strumiński

Created: 2023-05-17. Updated: 2023-05-17.

The functionality allows you to create ready-made templates for SMS messages that you will send to customers. They are useful in situations when an agent sends, for example, to people interested in an offer a message with its details or confirmation - in this case, you just need to select a ready-made template.

Let's create such a template - from the Administration tab, select Tickets → SMS templates. Then expand the button and select SMS.

• Template name - type the name of the template,
• Body - type message content,
• Insert value - select the value to be dynamically retrieved from the customer's card,
  • {{NAME}} - name (works only for customers),
  • {{SURNAME}} - surname (for customers) or company name (for companies),
  • {{PESEL}} - PESEL number,
  • {{PHONE}} - phone number,
  • {{CUSTOM:name}} - custom field with any name,
  • {{USER_NAME}} - user's name,
  • {{USER_SURNAME}} - user's surname,
  • {{USER_LOGIN}} - user login,
  • {{USER_EMAIL}} - user's email,
• Category - in order to group the templates, you can assign them to categories,
• Active - checking this option will make the template visible.

The created template will appear in the table - you can edit and delete it.

You will be able to use the templates you created when sending SMS to a customer from the database. Go to the Customers tab and select any customer you would like to send a text message to. Expand the button and select Send SMS.

Your template will appear in the list.

Click to send the SMS message.