SMS Templates
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      1. Help Center
      2. Workflow Tab
      3. SMS Templates

      Edit an SMS Message Template

      Updated your SMS text to match the tone of your office.

      Access to the Workflow tab is limited to Owner, Admin, and AR Manager user roles.


      Need to change the text in your SMS Text Message Templates?

      1. Go to Actions and choose SMS.

      01 Click SMS.fw

       

      2. Go to Templates.

      02 Templates.fw

       

      3. Click the template you want to update.

      03 Select Template.fw

       

      4. Edit the Template name or message.

      5. Once you are done, click Save.

      Important Reminder: Make sure to review the SMS details carefully. Ensure the correctness of details, such as the template's name, message, and Merge Fields.

      02 Save.fw