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SMS Template

The SMS Template feature enables the creation and management of reusable message templates for consistent, efficient SMS communication. Templates can include dynamic placeholders to personalize messages for different recipients.

SMS Template Form​

Below is a detailed explanation of each element in the SMS Template form:

Fields​

  • Integration Type A dropdown field that allows users to select the messaging integration service. Options can include:

    • None (no external service)
    • Twilio Integration (send via Twilio)
    • Other services as configured in the system

  • Name (required) A text input where the user specifies a unique name for the SMS template. This name is used to identify and reuse the template later.

  • Message Tone (required) A dropdown for selecting the desired tone or style of the message (e.g., Formal, Casual, Promotional). This helps standardize the voice of outgoing SMS campaigns.

  • Language A dropdown to choose the template language, defaulting to English. Additional languages (e.g., Spanish, French) can be added to support localization.

  • Describe The Instruction (required) A textarea where the user writes detailed instructions or descriptions for the template’s purpose. This can include guidelines on content, audience, and usage scenarios.

  • Dynamic Tree Builder A placeholder for a dynamic, tree-based UI component that allows advanced users to construct conditional or branching message logic. This is useful for complex voiceflow where different recipients receive different message variations.

Buttons​

  • OK Saves the SMS template with all specified settings and fields. Triggers validation to ensure required fields are complete.

  • Cancel Closes the form without saving any changes. Reverts the form to its last saved state.

Additional Info Display (when Twilio Integration is selected)​

  • Current Model Shows the active message model or template version currently in use. Initially null until a model is assigned.

  • Instruction Displays the descriptive instruction associated with the selected model.

  • Edit Icon An icon/button that allows users to modify the instruction text directly without leaving the form.

This form is designed to allow users to configure SMS templates with integration options (such as Twilio), detailed instructions, and settings to tailor messaging tone and language.