FAQs in this section
What is SHORT MESSAGE PEER-PEER or SMPP?
What are SMS Templates?
How are SMS Templates used in Vtiger CRM?
How are SMS Templates useful for businesses?
What is a Merge Tag?
How are Merge Tags used in SMS Templates?
In which editions of CRM are SMS Templates available?
What are the benefits of using SMS Templates?
How do I install the SMS Notifier add-on?
How do I merge tags in my SMS Template?
How do I edit an SMS Template?
How do I delete an SMS Template?
How do I send an SMS using an SMS Template?
What are Merge Tags?
How do Merge Tags work?
Is there a case study on how Merge Tags are used in a business SMS?
How do I use Merge Tags in an SMS Template?

How do I create an SMS Template?

Follow these steps to create an SMS template on Vtiger CRM:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Click Marketing.
  4. Click SMS Templates. A List View of SMS templates appears.
  5. Click +Add Template. Create SMS template window appears.
  6. Enter or select information for the following:
    1. Content: Enter the content of the SMS template.
      1. To add a merge tag (Repeat to add more merge tags).
        1. Enter {#var#} in the content.
        2. Click anywhere outside the content field. Merge tag fields appear.
        3. Click an empty field.
        4. Select the required merge tag from the available list. 
    2. Template Name: Enter a name for the SMS template.
    3. Template ID: Enter a unique a: Before creating the SMS template.
    4. Assigned To: Select a user from the drop-down.
    5. Status: Select the status of the SMS template from the drop-down.
    6. Template Type: Select the SMS template type from the drop-down.
    7. Module: Select the related module of the CRM from the drop-down.
    8. Click Save
You can see the created SMS template in the SMS Templates List View.

 
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