Creating a SMS Template

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Once you have selected your Merge Fields in the Template Maintenance screen, click Template Editor and you will be taken to the SMS Template Editor.

SMS Template Maintenance

Creating a Template

In order to create an SMS Template follow the below procedure:

  • Give your Template a Name.
  • You can now design your Template as necessary. To add merge codes to your template, use the Merge Codes button in the toolbar.
  • Click Save and Back, or use the Auto Save feature.

Editor Options

The SMS Editor has some useful features as described below:

  • Main Tab
    • Merge Codes - Drop down button that lists all the Merge Fields selected in the Template Maintenance screen. The user should position the caret in the Template first before selecting a Merge Code.
    • Preview - Will merge any Merge Codes currently in the Template so the user can see an example of what their Template will look like when printed out.


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