Getting Started with SMS Templates #

SMS templates are a powerful tool for engaging with your customers directly through their mobile devices. To ensure a seamless experience with SMS templates, please make sure you have the necessary setup, including your contacts’ phone numbers.

Best Practice: It is recommended to format all phone numbers using the E.164 format, which is an international standard. This format can have a maximum of fifteen digits and usually looks like this:

(+)(country code)(subscriber number including area code)

*Depending on the SMS provider, the phone number format might differ. Check the info in your provider documentation. 

Creating a SMS Template #

Now, let’s walk you through the process of creating an SMS template.

Go to the Templates section and select SMS

Click the Create button to start generating a new SMS template.

You will now see the SMS template creation screen. Here, you can write and customize the text that the user will receive on their mobile devices. Additionally, you can select a receiver and a sender for the SMS.

Additionally, if you want to personalize your SMS, you can insert customer attributes by clicking on Customer attributes, then copy the needed customer attribute by pressing on Copy near it, then insert it into the required part of the SMS. Upon sending, the system will automatically change it to the customer’s field value from the database. 

After you are satisfied with your customization, click the Save button. You will then be redirected to the main SMS templates page, where you will see a list of all the templates you have created.
If you need to make changes to an existing SMS template, navigate to the desired template on the main SMS templates page. Click on the three-dot icon to the right of the template, and select the appropriate option to edit.

That’s it! You have successfully created an SMS template in Retainly. Utilize these templates to send personalized and timely messages to your customers. Happy texting!