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SMS Templates in Vtiger CRM

This article guides you through the process of creating and using SMS templates in Vtiger CRM.
A
Abdul Sameer
12 Apr, 2024 - Updated 2 months ago
Table of Contents

Introduction

SMS templates are pre-written messages that can be sent to multiple recipients via SMS (Short Message Service) messages. These templates are typically used in business and marketing communications to save time and ensure consistency in messaging. 

SMS Templates in Vtiger CRM

SMS templates are customized to include specific information, such as the recipient's name or other personal details. You can send appointment reminders, promotional offers, event invitations, and other messages. SMS templates can help organizations streamline communication and improve efficiency while ensuring messages are clear, professional, and on-brand.

SMS templates are used for various purposes in both personal and business settings. Here are some common use cases:

  • Marketing: Businesses can use SMS templates to send their customers promotional offers, sales alerts, and other marketing messages.
  • Appointment reminders: Healthcare providers, salons, and other businesses that schedule appointments can use SMS templates to send automated reminders to their customers.
  • Event invitations: Organizations can use SMS templates to invite customers, employees, or other stakeholders to events such as product launches, conferences, and webinars.
  • Customer service: Companies can use SMS templates to respond quickly and consistently to customer inquiries, such as order confirmations or shipping updates.
  • Personal communications: Individuals can use SMS templates to save time sending messages to friends and family, such as birthday greetings, holiday wishes, or general updates.

Merge Tags in SMS Templates

Tags in SMS templates are placeholders that allow you to insert personalized information into your messages, such as the recipient's name, phone number, or other contact details. When you create an SMS template, you can use the Merge Tags feature to dynamically populate a message with specific details based on the recipient's profile or other data sources.

Merge Tags use a specific syntax, such as {#var#}, and can be customized to match specific data fields available in your CRM. Using Merge Tags can help you create personalized, targeted messages that resonate with your audience and improve engagement.

For example, let's say you want to send an SMS message to a customer reminding them of an upcoming appointment. You can use Merge Tags to automatically insert the customer's name, appointment date, and other details into the message. When you send the message, the tags will be replaced with the information from the merged fields from the related record.

Enter {#var#} and select the required merge field from the section below. When you send the message, the merge tags will be replaced with the information from the merged field specific to the recipient from the related record. 

Feature Availability

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Feature Availability
SMS Templates

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Benefits of using SMS Templates

Following are the benefits of using SMS templates:

  • Time-saving: SMS templates allow you to create pre-written messages that can be sent quickly and easily to multiple recipients, saving you time compared to writing individual messages from scratch.
  • Consistency: SMS templates ensure that your messages are consistent in tone, content, and branding across all recipients, ensuring a professional image.
  • Personalization: SMS templates can be customized with specific details, such as recipient names, to help establish a more personal connection with your customers.
  • Accuracy: SMS templates can help reduce errors and ensure accuracy in the messages sent to customers, by providing a standardized message.
  • Efficiency: SMS templates can streamline your communication process and increase efficiency in your business operations.
  • Scalability: SMS templates can be used to send messages to large groups of people, making them a scalable solution for businesses of all sizes.

Overall, SMS templates can help you save time, improve consistency, and streamline your communication process while providing a personalized experience for your customers.

In this article, you will learn about the following:

  • Installing or Configuring SMS Templates
  • Creating an SMS template
  • Merge Tags in SMS templates
  • Other actions in SMS templates

Key Terminology

SMS

An SMS or Short Messaging Service is a text messaging service that allows users to send and receive short text messages to other mobile phones or devices.

Template

A template is a pre-designed format or layout that can be used as a starting point for creating new documents, designs, or other materials. 

Tag

A Tag is a label or identifier used to categorize or organize information. In computing and technology, tags are often used in databases, websites, and other applications to help users find and filter specific information.

SMS Notifier

The SMS Notifier is a software tool or service that sends SMS notifications to users or customers to inform them of a particular event or update.

SMS Gateway

The SMS Gateway is a software application or service that enables the sending and receiving SMS messages between different mobile networks, devices, or applications. 

Installing SMS Messages

To create SMS templates on Vtiger CRM, you must install the SMS Notifier Add-on from the Extension Store.

Follow these steps to install the SMS Notifier add-on from the Extension Store:

  1. Log in to your CRM account.
 
  1. Click the User Menu.
  2. Click Settings.
 
  1. Look for Extension Store.
  2. Click Add-ons.
 
  1. Search for SMS Messages.
  2. Click Install.

On successful installation, the screen displays a confirmation message. You will find the SMS Notifier under the Main Menu > Marketing > Marketing Enablement. You can now start creating your SMS templates.

Using Merge Tags to SMS Templates

You can add merge tags to an SMS while creating an SMS template. These tags are available as a list based on the module selected in the Related Module field when creating an SMS template.

Follow these steps to add merge tags to an SMS template:

  1. When adding content to the SMS template:
    1. To add a merge tag (Repeat to add more merge tags).