Creating an SMS Template

Step 1: Access the Templates Section

From the main navigation menu, click on Assets.vUnder Assets, select Templates.

Step 2: Start Template Creation

1. On the Communication Templates page, click the + Create a Template button.

2. In the Mode of Communication step, select the following:

• Select template type: Choose Promotional

• Select communication channel: Choose SMS 

  

   

Step 3: Enter Template Details

Choose file upload if DLT registered template or choose Enter template details to create template

• • Template Name: Enter a unique, descriptive name (e.g., Dormant_SMS).

  • Sender id: Select your approved Sender ID from the dropdown (e.g., 615163).

  • Body: Type your message content here. This is where you incorporate personalization using merge tags.

  • Template Registration ID: This field is for your DLT or regulatory registration ID and should be filled in once your template is officially approved by the governing body/telecom operator.
    

    

    
    

Step 4: Inserting Personalization (Merge Tags)

To personalize your message, use Merge Tags (Placeholders).

1. Place your cursor in the Body field where you want the personalized data to appear.

2. Click the blue search/placeholder icon next to the body field to open the Select Placeholder window.

3. You can use the Search mergetag field or scroll through the list to find the required field.

4. Select the desired field, such as First Name or Discount Codes (as shown in the screenshot).

5. The system will insert the correct merge tag into your message body (e.g., FIRST NAME).
   

    

Step 5: Save the Template

1. Review all the entered information, especially the message body and merge tags.

2. Click the Save button to finalize and store your SMS template.