New Feature: SMS Templates

Featured Functionality

Your favorite Merchant Services CRM now comes with SMS Templates!!


Enable your sales reps to quickly send text messages by using our new Manage SMS Templates functionality!

Using SMS Templates will save time for your sales reps and other departments by streamlining communication with leads and clients.


Creating a new SMS template takes only a few minutes.

To create a template, select the SMS Templates option under the Manage menu:




Administrators can also open the SMS Templates page by navigating to Manage > Administration > SMS > SMS Templates.



Important: In order to enable a specific user class to create and manage SMS templates, you will need to add the following permissions for that user class:



With your permissions set up, click the Add New Template button on the SMS Templates Customization page and the template editor will appear as shown in the image below:



Enter the Template Title, select the Template Type (Quick SMS or System SMS), and add the message text.


Note that you can insert fields into your template by using the Add Special Fields option.

To do so simply position your cursor in the appropriate location in the text, select the desired field from the dropdown, and click Add. The field placeholder will now be inserted in the text automatically:



With the template saved, you can now send SMS messages normally by clicking on the SMS icon on the lead:



After the Send SMS popup appears, select your SMS template from the Template dropdown:



The template will now automatically insert into the text and you can then send your message out (note that the placeholder for the first name was automatically replaced with the recipient’s name in this example):



The saved SMS templates can always be found and edited on the SMS Templates Customization page:



If needed you can also change the order of the templates by dragging and dropping a template into a new position on the page.


And there you go. We hope you enjoy using the new feature!!


Things are never quiet at IRIS CRM, so stay tuned for more cool updates coming soon!



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