How To Create a Message Template (SMS) in HighLevel

• Creating an SMS Template
• Managing SMS Templates
• Using SMS Templates in Conversations
• Conclusion

In today’s fast-paced digital world, efficiency is key. One powerful tool for streamlining communication is the use of SMS templates. This guide will walk you through the steps to create and utilize SMS templates effectively, saving you time and ensuring consistency in your messaging.

Creating an SMS Template

To start creating an SMS template, navigate to the sub account or location where the template will be used. Follow these steps:

1. Access the Marketing Tab: Once inside the appropriate sub account, click on the marketing tab. This will lead you to the templates section.
2. Add a New Template: Click on the green button labeled “Add Template” and select “Add Text Template.” This action opens a new window where you can compose your message template.
3. Name Your Template: Assign a name to your template that clearly describes its purpose. This will help you quickly identify the right template when you need to use it later.
4. Compose Your Message: Enter the text for your SMS template. You can include custom values to personalize each message, such as the recipient’s name or other specific information.
5. Use Trigger Links: For additional functionality, incorporate trigger links into your SMS templates. For more details on using trigger links, refer to the related how-to videos available.
6. Attach Files: If necessary, attach files or include a URL link in your message.
7. Preview and Test: On the right side of the screen, you’ll see a preview of your SMS. To ensure it appears correctly, enter a cell number in the provided field and click “Send Test.”
8. Save the Template: Once you are satisfied with your template, click “Save.” Your template will now appear in the list of SMS templates.

Managing SMS Templates

After creating your SMS templates, you can easily manage them:

• Edit Templates: To make changes to an existing template, click on the edit icon next to the template’s name.
• Delete Templates: If you need to remove a template, click on the delete icon.

Using SMS Templates in Conversations

Now that you have your SMS templates ready, let’s see how to use them in your conversations:

1. Navigate to the Conversations Tab: Go to the conversations tab where you manage your SMS communications.
2. Select SMS Option: Click on the SMS option to start a new text message.
3. Insert a Template: Click on the insert template icon. This will bring up a selection screen with a dropdown list of your available templates.
4. Choose a Template: Select the template you wish to use from the list and click the “Use Template” button. The template’s text will automatically populate the message field, saving you from typing it manually each time.

Using SMS templates not only saves time but also ensures that your communications are consistent and professional. Whether you are sending appointment reminders, follow-up messages, or promotional offers, having a set of pre-composed templates can significantly streamline your workflow.

Conclusion

Creating and using SMS templates is a straightforward process that can greatly enhance your communication efficiency. By following the steps outlined in this guide, you can easily set up and manage your SMS templates, ensuring that you deliver timely and consistent messages to your audience.