Home  >   FAQs   >  How do I use Merge Tags in an SMS Template?

How do I use Merge Tags in an SMS Template?

Table of Contents
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.
Enter {#var#} in the content box 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.
Follow these steps to add merge tags to an SMS template:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Click Marketing.
  4. Click SMS Templates. The SMS Templates List View appears.
  5. Click +Add Template. The 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 on an available 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.

 
Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2023 Vtiger. All rights reserved.