SMS Templates

The SMS Templates in the contact.center™ allows you to create, edit, and manage standardized SMS messages for efficient and personalized communication.

In this section you can:

  • Create Templates: Design message templates using dynamic attributes to tailor content to individual recipients.

  • Edit and Manage: Modify existing templates, update content, and remove outdated ones.

  • Preview and Test: Send test messages to ensure formatting, placeholders, and unsubscribe options are working as expected.

Before You Begin

Before creating SMS templates, make sure you have:

  • An Active A2P Campaign – Required to send test SMS messages and preview templates. To learn more, see the A2P Campaign documentation .

  • A Positive Balance – Your account balance must be positive to send SMS messages successfully.

Creating a New SMS Template

To create a new SMS template, follow these steps.

Step 1: Open Create SMS Template Page

In the navigation menu, go to SMS > Templates, and then click + Create SMS Template.

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Fig. 2. Create SMS Template.

Step 2: Configure Template Details

Fill in the following fields on the template creation page:

  1. Name: Enter a descriptive name for internal identification.

  2. Template: Input the message content using plain text. Use dynamic attributes to personalize the message for each contact.

  3. Workspace Placeholders: While entering the message content, click on the attribute icon to view and insert placeholders such as {{contact.first_name}}.

../../_images/step2_enter_main_values1.png

Fig. 2. fill in main.

Optional configuration fields:

  • Automatically Shorten URLs: Toggle on to auto-shorten URLs included in the message.

  • Opt-out via URL: Enable to insert an unsubscribe URL using the {{unsubscribe_url}} placeholder.

  • Opt-out via Reply: Enable to add an opt-out keyword with the {{unsubscribe_keyword}} placeholder.

../../_images/step2_enter_main_values2.png

Fig. 3. Optional configuration fields enabled.

Step 3: Preview Opt-out Options

If opt-out options are enabled, verify the footer content by previewing the template.

../../_images/step3_preview_opt_out_example_url.png

Fig. 4. Opt-out via URL Example.

../../_images/step3_preview_opt_out_example_reply.png

Fig. 5. Opt-out via Reply Example.

Step 4: Send Test SMS

To test the message and ensure placeholder accuracy, click Send Test SMS.

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Fig. 6. Send Test SMS Button.

A Send Test SMS window will appear. Fill in the following required fields:

  • SMS Campaign: Select the target A2P campaign from the dropdown list.

  • Source: Specify the sender number.

  • Destination: Enter the test recipient’s phone number.

  • Unsubscribe Footer: Choose either a URL-based or reply keyword-based footer, depending on your configuration.

After entering all required information, click Send to deliver the test SMS.

Step 5: Save the Template

After configuring and testing, click Submit to save the SMS template.

Learn More

SMS Phone Numbers

Learn how to assign the contact.center™ trunk to your DIDs and start receiving inbound SMS messages.

SMS Phone Numbers
SMS Opt-out Settings

Learn how to create and customize opt-out messages, configure reply keywords, and manage success responses for SMS campaigns.

SMS Opt-out Settings