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How do I create an SMS template in Kaleyra?

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You can send SMS messages through Kaleyra by using only pre-approved SMS templates. Kaleyra needs to approve your SMS templates before you can use them in your SMS messages.   
Follow these steps to create an SMS template in Kaleyra:
  1. Log in to your Kaleyra account.
  2. Click Channels on the sidebar.
  3. Click Manage in the SMS section.
  4. Click the Templates tab.
  5. Click Add Template. The Add Template page appears.
  6. Add the template using the following options:
    1. Import: Upload templates in a .csv or .xls, or .xlsx format.
      1. Drag and drop the required file, or browse and select the file from the local drive.
      2. Click Download Sample File.
      3. Click Save.
    2. Create New: Enter or select information for the following:
      1. Title: Enter a title for the SMS template.
      2. Purpose: Select the purpose from the drop-down.
      3. Sender ID: Select the SID from the drop-down.
      4. Template ID: Enter the Template ID. 
Note: This is the template ID from the DLT Platform. This field is mandatory only for businesses based in India.
  1. Message: Enter the content of the template.
    1. To create a Media Template
      1. Click Attach File
      2. Browse and upload a media file from your local drive.
    2. To embed a shortened hyperlink as part of the SMS template: 
      1. Click Insert Link.
      2. Type the URL you want to shorten.
      3. Click Save.
  2. Click Save. The SMS template is now sent for approval.
Once the SMS template is approved, you will be notified, and the template will be ready to use. Copy the Sender ID to a notepad. You will need it while adding Kaleyra as an SMS provider in Vtiger CRM.

 
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