Setup your SMS Templates

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You can setup pre-defined templates for common SMS messages that you send to your workers; saving you typing it out every time. 

 

How to create a SMS Template

  1. Under SMS, go to the Templates page
  2. Tap Add New SMS template
  3. Enter your SMS template name.
  4. Add your SMS message content (up to 320 characters long). Avoid using non-standard characters (e.g. tabs, emojis, international characters) as these will automatically be removed and replaced with ‘?’ when sending an SMS.
  5. Save

 

Using variables in your SMS Template

You can use a number of variables in your SMS template. This is helpful when you want to send a personalized message to multiple workers with particular details of their Assignment in the SMS. 

Variable Name Description
[fname] Recipient's First Name
[lname] Recipient's Last Name
[client] Client Name
[project] Project Name

[job_description]

 The Order Description

[job_number] or [work_order]

 Order Number

[location]

 Location (address) of the Order

[start_date]

 The recipient's Assignment start date

[start_time]

 The recipient's Assignment start time

[end_date]

 The recipient's Assignment end date

[shift_duration]

 The recipient's Assignment shift duration

[contacts]

 The recipient's Assignment contacts

 

For example, you could craft your SMS template like this:

Good morning [fname], just a reminder that you have an Assignment today:

Shift Start: [start_time]

Project: [project]

Location: [location]

 

And once you send this message, this is what the recipients of the SMS would see:

Good morning John, just a reminder that you have an Assignment today:

Shift Start: 07:00

Project: South Elati Parking Lot

Location: 1315 N Elati St, Golden Triangle, Denver, CO 80204

 

Editing an SMS Template

  1. Under SMS, go to the Templates page
  2. Tap the more_vert.png icon next to the SMS template you would like to edit.
  3. Tap Edit
  4. Edit as required. If you are editing the SMS message, avoid using non-standard characters (e.g. tabs, emojis, international characters) as these will automatically be removed and replaced with ‘?’ when sending an SMS.
  5. Save

 

Deleting an SMS Template

  1. Under SMS, go to the Templates page
  2. Tap the more_vert.png icon next to the SMS template you would like to delete.
  3. Tap Delete

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