How to Create and Use SMS Templates

Overview

SMS templates in the 360 SMS App allow you to streamline messaging by creating reusable templates with dynamic merge fields. Follow the step-by-step guide below to start creating and using templates.

Create an SMS Template

1. Open the SMS Templates Tab

• In Salesforce, click on the App Launcher.
• Search for 360 SMS App and open.
• Click on the SMS Templates tab.

2. Start a New Template

• Click the New button to create a new SMS template.

3. Configure Template Details

• Template Name: Provide a clear and descriptive name.
• Template Object: Select the Salesforce object (e.g., Lead, Contact, or Account) to which the template will apply.
• Status: Set the status to Active so the template can be used in messaging.

4. Generate Merge Fields

• Under Generate Merge Fields, click the Object dropdown and select the relevant Salesforce object.
• This will display available merge fields for that object (e.g., {!Account.Name}, {!Lead.Phone}).

5. Write Your Template Message

• Use the Template Body to compose your SMS message (up to 2000 characters).
• Insert merge fields where needed to personalize your message.

6. Save the Template

• Click Save.

With SMS templates in the 360 SMS App, you can simplify your messaging by creating templates that can be reused and customized with dynamic merge fields. By following the steps above, you've successfully made your template accessible, so it can be can easily found and used whenever it's needed.

How to Use the SMS Template

1. Navigate to the record (Contact, Lead, or Account) for which the SMS template was created.
2. Open the 360 SMS Conversation View.

3. Click the three-dot menu to select your saved template.

   

4. Merge fields will automatically populate with the record's data.
5. Review the message and click Send.