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