SMS Templates

User guide for creating, editing, searching, and managing reusable SMS templates.

SMS Templates lets you save reusable text messages that you can use later (for example in campaigns or other SMS flows).

Each template has:

• A Title (short name so people can find it quickly).
• A Template body (the message text itself).

Templates belong to the current workspace, so users who can access this screen usually see the same template list for that workspace.

📄 The template list

The table shows one row per template.

Column	What it shows
#	Row number (1, 2, 3, …).
Title	The name you gave the template.
Template	The full message text.
Updated At	Last update time (shown in your timezone).
Created At	Creation time (shown in your timezone).
Action	Controls to edit or delete the row.

At the top of the table:

• Search filters templates by title or message content.
• Results are shown in pages (commonly 10 per page).
• Use bottom paging controls to move through long lists.

➕ Add a new template

1. Click Add.
2. The list view hides and the form opens.
3. Fill in Title and SMS Template.
4. Click Submit.

What to expect while saving:

• If required fields are empty, the form prompts you to complete them.
• While saving, a short “please wait” style message may appear.
• On success, you get confirmation and return to the list shortly after.

✏️ Edit a template

1. In the list, click Edit on a row.
2. The form opens with Edit SMS Template.
3. Existing values load into Title and SMS Template.
4. Make your changes and click Submit.

Saving behavior is the same as Add: validation -> wait message -> success -> back to list.

🗑️ Delete a template

Click the Delete or trash action on a row and confirm when asked.

• If confirmed, the template is removed.
• You stay on the list and may see a success notice.

Deleted templates cannot be recovered. Confirm before deleting, especially if other users rely on that message.

📝 Form fields (Add and Edit)

The same fields are used for both adding and editing.

🏷️ Title

• Purpose: Clear label so users can find and pick the template quickly.
• What to enter: Short descriptive name (for example “Appointment Reminder” or “Welcome SMS”).
• Required: Yes.
• Uniqueness: You cannot save two templates with the exact same title in one workspace.

If a title already exists, the form shows an error and asks for a different title (or edit the existing one instead).

💬 SMS Template

• Purpose: The actual message text.
• What to enter: Message content, including placeholders when needed.
• Placeholder examples: {name}, {phone} (plus any others your setup supports).

Practical notes:

• Short messages (around 160 characters) are usually one SMS part.
• Longer messages may split into multiple parts depending on carrier behavior.
• Keep wording clear and action-oriented.

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