Similar to email templates, SMS templates are a prewritten text message, personalized to any lead (can contain lead's name, property info, etc...), which you can either send manually or automatically using your Stages and Workflows

To start managing these templates, click "SMS Templates" under the "Settings" tab in the sidebar.

To create a template click the "Create Template" button. 

This opens a pop-up window, enabling you to add a name to your template (this will not be visible to leads) and the actual content of your message. 

Note that since this is a text message, try to keep it down to 160 characters or less.

Like email templates, merge tags are available for SMS templates and operate in the same way. Using merge tags, you can personalize your text messages with the lead's name, property address or other personal info. Just click the great tag icon to view select one.

Now you're ready to add your new template to the stage and workflow of your choice. See this article if for instructions on how to do this.

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