Viewing and Searching SMS templates

Viewing and Searching SMS templates

ACCESS SMS TEMPLATES CREATED IN THE SYSTEM

To view/access all the SMS Templates created for your team in the system, follow these steps:
  1. Go to the menu option on the left-hand side of the screen.
  2. Click on "Design System" and then select "Short Messages".
  3. You will now be able to see a list of all the SMS templates created in the system that are associated with your team.


To filter/search for a specific SMS Template using the Side Bar:
1. On the short messages page, click the "Advanced Search" button on the right-hand side of the page.

2. Once clicked, a Side bar appears, where you can search for the SMS templates based on the name, categories, tags and status of the document. 

3. If you have publishing privileges, you can also see the list of documents that are awaiting your approval by clicking on the checkbox "Waiting for Approval".

Notes
Note: You can view/search SMS Templates connected to your team.



    • Related Articles

    • Searching Phone Call Templates

      To filter/search for a specific Phone call Template: Go to the menu option on the left. Click on Design System, select "Short Messages". Click on the Voice Message button to view the list of all the available Phone call templates. On the Voice ...
    • Viewing all Phone Call Templates

      ACCESS PHONE CALL TEMPLATES CREATED IN THE SYSTEM To view/access all the Phone call Templates created for your team in the system, follow these steps: Go to the menu option on the left-hand side of the screen. Click on "Design System" and then select ...
    • Publishing and Approval in SMS Templates

      The system has three User roles, each with specific privileges. Administrators can solely view and manage the system configurations. Designers have the authority to create email templates and submit them for testing and approval. Publishers, on the ...
    • Editing SMS Content

      For Editing an existing SMS template, follow these steps: 1. Go to the SMS Templates page and select the SMS template to edit by hovering over it. 2. Once selected, position the cursor in the editor at the desired location and perform the edits. 3. ...
    • Sending SMS through Excel Uploads

      The system offers a straightforward way for users to trigger personalized short messages by uploading customer data via Excel sheets. This feature is particularly beneficial for small businesses that lack access to third-party API systems. It ...