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SMS Templates

The SMS Templates feature in Agent Studio allows you to create and manage SMS templates for sending messages automatically. You can use these templates to ensure consistency in your communication, making it easier and faster to engage with customers.

  • Create New SMS Templates: Design new SMS templates using dynamic fields like {user_name}, {otp_code}, and {expiry_time} for personalization.
  • View and Edit SMS Templates: View, test, and modify your SMS templates to ensure they meet your needs.
  • Search and Filter: Easily locate specific templates by name or content using search and filter functionalities.
  • Delete Templates: Remove templates you no longer need.
  • Test Templates: Use the Test Spark feature to preview SMS templates before using them in a live environment.

Creating an SMS Template​

1. Create a New SMS Template​

To create a new SMS template:

  1. Navigate to the SMS Templates section in Agent Studio.
  2. Click the New SMS button to open the SMS template creation interface.
  3. Provide a Template Name (e.g., Reminder, Password Reset Request).
  4. Enter the Message content. Use dynamic fields like {user_name}, {otp_code}, and {expiry_time} to personalize the message.
  5. Click Save to store the template.

Example of an SMS Template:

Dear {user_name},

Your OTP for logging into {application_name} is {otp_code}. The OTP is valid for the next {expiry_time} minutes.

If you did not request this, please ignore this message.

Thank you,
{application_name} Team

2. Edit an Existing SMS Template​

To edit an SMS template:

  1. In the SMS Templates section, find the template you wish to modify.
  2. Click the Edit button next to the template.
  3. Update the Name and Message fields as necessary.
  4. Save the changes by clicking Save.

3. Delete an SMS Template​

To delete an SMS template:

  1. In the SMS Templates section, find the template you want to delete.
  2. Click the Delete button. Confirm the deletion when prompted.

4. Search and Filter Templates​

To locate a specific SMS template:

  1. Use the Search Bar to find templates by name or dynamic field.
  2. Use the Filter options to sort templates based on creation date or status.

Preview and Testing of SMS Templates​

Before using your template, it’s important to test it. You can use the Test Spark feature to preview how your SMS will look with real data.

To test the template:

  1. Click on the Test Spark button next to the template.
  2. Input sample values for dynamic fields (e.g., {user_name}, {otp_code}).
  3. Review the preview and make adjustments if necessary.

Template Actions​

Each SMS template comes with the following actions:

  • View: Preview the template to see how it will appear in a live SMS conversation.
  • Edit: Modify the template as needed and save the changes.
  • Delete: Remove a template permanently from your list.

Best Practices for Using SMS Templates​

  • Concise Messaging: Keep your SMS messages clear and concise for quick communication.
  • Personalization: Use dynamic fields to make the message personalized for each recipient.
  • Testing: Always test your templates to ensure they work as expected before sending.
  • Organization: Use categories to keep your SMS templates organized, especially if you have a large number.
  • Compliance: Ensure your templates follow SMS compliance regulations and respect user preferences.

Benefits of SMS Templates​

  • Efficiency: Streamline communication by automating repetitive SMS messages.
  • Consistency: Ensure uniform messaging across all SMS communications.
  • Personalization: Tailor your messages with dynamic fields for each recipient.
  • Scalability: Easily scale your SMS communication with templates that can be reused in different workflows.

Summary​

The SMS Templates feature in Agent Studio helps businesses automate their SMS communication, saving time and ensuring consistency. By creating and managing templates, you can reduce manual effort, speed up communication, and improve the overall efficiency of your workflows.

Key Sections:​

  • Creating, Editing, Deleting Templates: Manage your SMS templates with ease.
  • Preview and Testing: Use the Test Spark feature to ensure templates work correctly.
  • Best Practices: Tips on improving template effectiveness and efficiency.
  • Template Actions: Learn how to view, edit, or delete your SMS templates.
  • Benefits: Streamline and personalize your communication with SMS templates.