Setting Up SMS Text Message Templates in A-Suite

Save time and ensure consistent messaging with SMS templates in A-Suite.

SMS templates in A-Suite are a powerful tool designed to streamline communication by allowing you to create predefined text messages. These templates can be sent individually or as part of a mass action to multiple recipients. This guide walks you through setting up SMS template categories and creating SMS templates to maximize efficiency and maintain organized communication.

Table of Contents

• Video Walkthrough
• SMS Template Categories
• Create an SMS Template
• Edit an Existing SMS Template

Video Walkthrough

SMS Template Categories

1. Navigate to the Configuration menu on the left-hand side of your A-Suite window.
2. Hover over the SMS submenu and select Categories.
3. In the new window, click Add New Category in the upper-right corner.
4. Enter a name for the category and click Save New Category in the bottom-right corner of the window.

Create an SMS Template

1. Navigate to the Configuration menu on the left-hand side of your A-Suite window.
2. Hover over the SMS submenu and select Templates.
3. In the new window, click Add New SMS Template in the upper-right corner.
4. Fill out the following fields:
   1. Title: Assign a clear and descriptive title to the template.
   2. Description: Add a brief note about the template’s purpose.
   3. Category: Assign the template to a relevant category.
5. Compose the SMS message in the text editor. To personalize or automate the content, include variable fields (e.g., recipient name, location, or links).
6. Once done, click Save New SMS Template at the bottom-right corner.

Edit an Existing SMS Template

1. Go to the SMS Templates window.
2. Click on the title of the template you wish to edit.
3. Make the necessary changes.
4. Save the updated template.