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How do I create an SMS Template?

Table of Contents
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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