Overview
SMS templates are pre-written message formats that can be used across your SMS follow-up campaigns. Creating multiple templates allows you to customize your messaging for different scenarios and audiences while maintaining consistency in your communication.
Step 1: Navigate to SMS Templates
1. Log into your company dashboard
2. Click on "Lead Connect" in the menu
3. Click on "SMS Templates"
Step 2: Add a New Template
1. Click the "Add SMS Template" button in the upper right corner
Step 3: Create Your Template
1. Enter your template name in the "SMS Template Name" field
2. Write your message content in the "SMS Template Body" field
3. Click the "Submit" button to save your template
Your new template will appear on the SMS Templates page after saving.
Step 4: Use Templates in Campaigns
Once created, your templates become available in the SMS Follow-up module. You can:
- Select templates from the dropdown menu
- Use them across multiple SMS follow-up campaigns
- Maintain consistent messaging for lead nurturing
Next Steps
With your SMS templates configured, you can now set up automated SMS follow-up sequences using these pre-built message templates for more effective lead management.