Sinch SMS for Salesforce | Creating SMS Templates

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).