You can create SMS Templates for any Salesforce Object that has a Phone field and Allows Activities.
Creating an SMS Template
To create an SMS Template:
1. Navigate to the SMS Templates tab in the Mercury SMS app.
2. Click on the New button.
3. Configure the template by setting the following fields:
A) Template Name - the internal reference for the template.
B) Object - the object the template will send against.
C) Sender account - the account the message will be sent from.
D) Sender ID - the phone number the message will send from.
E) Send to - the phone number the message will send to.
F) Override with User's Default Account - OPTIONAL
▶ if unchecked - the account is defined by the Sender account field.
▶ if checked - overrides the Sender account field with User's Default Account.
G) Related Object (if using a Merge Field) - this is the primary Object set on the template or a directly related object.
H) Merge Field - select the merge field you wish to use (e.g. First Name) to automatically insert the into the message area.
I) Template Folders - select the folder you wish to place the template into
J) Message - type the content of the message, including an attachment or merge fields if desired.
4. Once the SMS Template is complete, click Save template.
If you have a WhatsApp business account connected, you can click on Sync WhatsApp Templates or Build WhatsApp Templates directly from within Mercury SMS (see Template Integration).
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