Send a Canned SMS with a Template (How-To)

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Send a Canned SMS with a Template

Once you have your template set up, you can access it from the 2-way chat box. To send an SMS, you will access the 'Conversations' area from the Top Right Chat Bubble Icon. The number displayed here is the number of unread messages for your location. You must have 2-way SMS set up in order to see this feature, which is part of the All-in-One Multimedia Messaging Bundle add-on.

 

From here, you will see the entire SMS history log for Sent and Received text messages, as well as any unread messages.

 

On the top right you will see a search bar and a + New message blue bubble.

  • The '+ New' blue bubble is what you will click to compose and send a new message.

  • If you would like to search for an existing number or owner name you've already been in contact with, you will use the search tool.

 

Once you select an owner, to send a new message click the blue '+ Start Conversation' button:

 

At the bottom of the SMS window, click the 3-bar icon to the left of the message box. Select Insert SMS Template.

 

A pop-up will appear for you to select the template you would like to add. Click + Add next to the template you would like to send.

 

Once a template is selected you can modify the message as needed. Optionally, you can add photos or files at this time as well. Please see our article on Multimedia Messaging for more information.

canned_template.gif

 

Once you click send, the SMS will be sent immediately and the new message will appear in the history of the Read tab for all owners and the Conversations page for the particular owner.

 

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