Difference between revisions of "Creating a SMS Template"
From Optisoft
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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. | 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. | ||
| − | <center>[[image: | + | <center>[[image:TemplateSMSEditor2022.png|border|700px|SMS Template Maintenance]]</center> |
=Creating a Template= | =Creating a Template= | ||
In order to create an SMS Template follow the below procedure: | In order to create an SMS Template follow the below procedure: | ||
*Give your Template a Name. | *Give your Template a Name. | ||
| − | *You can now design your Template as necessary. | + | *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. | *Click Save and Back, or use the Auto Save feature. | ||
Revision as of 13:36, 2 March 2022
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.
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.
