SMS templates


Creating a New SMS Template

  1. Navigate to Settings > SMS Messages
  2. Select + SMS Template
  3. Name: Provide a name which will be used when selecting the template on a matter
  4. Description: Provide any information that will help users understand what the template should be used for
  5. Create

You will be directed to the Edit view of the new Template where you can input its content.

Editing an SMS Template

  1. Compose: Provide the body of the SMS
  2. Name: Provide a name which will be used when selecting the template on a matter
  3. Description: Provide any information that will help users understand what the template should be used for

Data Markers

When editing an SMS, the Data Marker tab provides a list of all the Data Markers associated with your account. These are either built in, or have been created within your Matter Templates.

Inserting a Data Marker
  1. Within the Data Markers tab
  2. Use the search bar or filter through your groups to find the required marker
  3. Use the 'actions' menu to:
    1. Insert into the top of the template
    2. Copy to clipboard
  4. Check For Errors before saving the template to ensure there are no formatting error

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