SMS Template Creation

SMS Templates are similar to Email Templates, Dynamic Messages can sent by creating Custom Message Templates.

How To: Create Custom SMS Template.

Custom SMS Templates are similar to Creating Email Templates on Salesforce, in fact, it is much simpler that Email Composing.

Login to Salesforce → Click on “ValueText SMS” app → Click on “SMS Templates” Tab → Click on “New” to create a New Template.

Key in a Name to the Template and click on “Select Object” drop down to select a value to create the custom template on.

SMS Templates for Salesforce

For example:

We’ve Selected “Contact” under the “Select Object” Field and Clicking on Next will open a window for you to prepare the body of the template.

SMS templates Valuetext

Select the Field that you want to create a template from the “Merge Field” drop down box.

We’ve Selected “Full Name” from the Merge Field drop down box, this automatically populates the preview in the Blue Colored Box right above.

Create SMS template at Salesforce

“Select Relation Field” gets populated, whenever a “Merge Field” has “>” suffix to it. “>” indicates a Relation Field exists in the select Merge Field..

Here we’ve selected “Account ID >” from the Merge Field Drop down box, this automatically populates all the fields of the Account ID field (Account Object), like “Account Name” etc.

Once we have the desired template body ready, click on Submit for Template to get saved.

To use the Template that you have created - Click “Send SMS” on a contact and Select the Template that you’ve created under the “Select Template” option.

SMS Templates Salesforce

Features that Stand Out!

  1.  A Relation Object Field can be used on the Templates.  
         Ex: A Phone Field of an Account
    can refer on contact templates.
  2. Unlimited number of Relation Fields can be used on a Template. 
         Ex: Account Fields, Related To Fields, Contact Owner Fields.