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
- Under SMS, go to the Templates page
- Tap Add New SMS template
- Enter your SMS template name.
- 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.
- 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
- Under SMS, go to the Templates page
- Tap the
icon next to the SMS template you would like to edit.
- Tap Edit
- 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.
- Save
Deleting an SMS Template
- Under SMS, go to the Templates page
- Tap the
icon next to the SMS template you would like to delete.
- Tap Delete