contact-center
Quickstart with SMS Templates¶
This guide covers how to create and configure SMS templates and customize opt-out settings for your messaging campaigns in the contact.center™.
Templates save you time, ensure brand consistency, and enable personalization through dynamic fields that automatically insert recipient-specific information like names or custom attributes.
Setting up SMS templates is the essential step before using the platform’s communication features. These templates can be used in broadcasts and automated workflows, providing compliant and personalized messaging.
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.
A Paid Plan – SMS messaging is available only on paid plans. If you are on the free plan, review Pricing Plans and upgrade your subscription to enable SMS messaging.
Step 1: Create an SMS Template¶
Creating an SMS template is the first step in preparing message content that can be reused across your campaigns and automation workflows. In this step, you’ll define the structure and wording of your SMS, add personalization using dynamic fields, and configure optional settings such as opt-out options and URL shortening.
Learn how to create a new SMS template to streamline your messaging campaigns.
Step 2: Personalize SMS Opt-out Settings¶
While creating an SMS template, you can enable opt-out settings to let recipients unsubscribe, ensuring compliance and a better customer experience. By default, a basic opt-out is applied, but you can customize it to match your brand.
To configure opt-out settings for your SMS templates, and to customize the message shown to users who unsubscribe, follow the instructions in the guide below:
Learn how to configure opt-out settings for your SMS templates to ensure they comply with all regulations.
Next Step¶
Send Broadcasts – Instantly send or schedule bulk messages via preferred channel to reach your audience efficiently.