Direct Link to tutorial/solution:
Click here to view tutorial/solution in a new tab.
Embedded tutorial/solution:
16 STEPS
1. To create a Text Template, click Configuration
2. Click Marketing Automation
3. Click Create New Automation
4. Click the dropdown to choose the type of Automation you wish to create
5. Select Text / SMS
6. Click Text Template
7. The "Options" tab is not needed and is just here as a formality. Click Next
8. Click inside the Message area and type your message for your Template.
9. If you need to add a Lead, User or Branch field, click the dropdown for the section needed.
For this example, we will click the dropdown for User field
10. For this example, we will choose the user's First Name
11. Click Add to insert the hook for Users' First Name into the text message template.
12. The field hook that gets added is unique and should not be edited.
13. Click Next
14. Review the template details. You can ignore the Caller ID and Lead's Phone section.
Click inside the Name Of Campaign area and type the name of the text campaign.
15. Click Save
16. Your text template will be labeled as "Text Template". Ask your users to refresh their browser for the update to show.
The template is active by default. Click the green/white icon to make inactive
Here's an interactive tutorial
https://www.iorad.com/player/1758634/How-do-I-create-a-Text-Template-
Copy of text and screenshots from the tutorial/solution:
1. To create a Text Template, click Configuration
2. Click Marketing Automation
3. Click Create New Automation
4. Click the dropdown to choose the type of Automation you wish to create
5. Select Text / SMS
6. Click Text Template
7. The "Options" tab is not needed and is just here as a formality. Click Next
8. Click inside the Message area and type your message for your Template.
9. If you need to add a Lead, User or Branch field, click the dropdown for the section needed.
For this example, we will click the dropdown for User field
10. For this example, we will choose the user's First Name
11. Click Add to insert the hook for Users' First Name into the text message template.
12. The field hook that gets added is unique and should not be edited.
13. Click Next
14. Review the template details. You can ignore the Caller ID and Lead's Phone section.
Click inside the Name Of Campaign area and type the name of the text campaign.
15. Click Save
16. Your text template will be labeled as "Text Template". Ask your users to refresh their browser for the update to show.
The template is active by default. Click the green/white icon to make inactive
Applicable User Seat Types
Admin
Galaxy
Applicable Permissions
Administrator
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