SMS templates can be setup per campaign which allows agents to communicate with the contact directly from the lead

These templates can be setup per campaign

Click on the Create SMS Template button below the campaign's basic information

Complete the required information and click on the Save button

Field description:

  • Name: Provide a short, but descriptive name which will be displayed on the button on the lead as per the above screen shot
  • Global Template: Always leave this unticked / false
  • Template Class: Always select "Platform - Leads" from the dropdown list
  • Visible on view: Tick this box if you which to display the SMS option on the lead view
  • SMS content Template: Type your custom wording in this field. You may include system fields in the text by selecting the values from dropdown list on the right and clicking the Insert field at cursor position

Please do not hesitate to contact our Support team ( should you require assistance with this setup.