This article will go through Text Message Templates - what templates are available to you (default text templates) / how to amend or create new templates and where they will be available to be used
Prerequisite
To have Text Message Templates available, you must already subscribe to 2 way texting
Please contact our sales team if you are interested in 2 way texting by emailing sales@blackpurl.com or review this article - Texting (SMS) Blackpurl - What you need to know to set it up / How to Send and Receive Text Messages
Accessing Text Message Templates
To access your Text Message Templates - System Settings > Text message templates
- Once 2 way texting has been setup on your Blackpurl, you will be setup with default Text Message Templates
- Your dealership can just use the default templates and/or you have the option of creating new Text Message Templates
To create a new Text Message Template:
- Simply click on > + Create a template
- then complete the New text template window
1. | Template Name | Exactly what it says - give your template a name |
2. | Type your message | Type what you want this text message to say **You can add variables from the system ie Store Name etc, by clicking on "[" and selecting the relevant variable |
3. | Character Count | Keep an eye on the number of characters you have used for this template |
4. | Save | Don't forget to save your changes! |
5. | Variables | List of Variables that you can use in the body of the text in 2. |
To edit or delete an existing Text Message Template
- To edit - find the relevant Text Message Template > then click on
and make your changes
- To delete - find the relevant Text Message Template > then click on
Remember that if you deleted the wrong templates, you cannot restore it but will need to instead create a brand new template
Using Text Message Templates
- To use a text template, when you click on Send Text from the Customer Record or from the Customer Order, the Send a Text window will load and you will have the option to Select a text message template
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