SMS Templates in Shape Software

What are SMS Templates?

Create SMS templates for quick and efficient text message sending and automated campaigns. SMS templates are seen throughout the system from regular text message sending to drip campaigns and beyond.

Managing SMS Templates:  In the top navigation, navigate to your settings pages. On the settings pages left-hand sidebar, click “SMS Templates” to view and manage your system’s SMS templates.

Managing SMS Templates: In the top navigation, navigate to your settings pages. On the settings pages left-hand sidebar, click “SMS Templates” to view and manage your system’s SMS templates.

Adding SMS Templates:  To add a new SMS template, click on the blue “Add Template” button in the upper right hand corner.

Adding SMS Templates: To add a new SMS template, click on the blue “Add Template” button in the upper right hand corner.

Adding & Editing SMS Templates:  Name the template and put in a description (optional). The “From” dropdown will pull all available SMS enabled phone numbers in your system. Choosing “Local Presence Number” will attempt to match a phone number with the “To” number of the recipient, if no match, then it will follow the local presence rules configured in the “Local Presence” settings page.

Adding & Editing SMS Templates: Name the template and put in a description (optional). The “From” dropdown will pull all available SMS enabled phone numbers in your system. Choosing “Local Presence Number” will attempt to match a phone number with the “To” number of the recipient, if no match, then it will follow the local presence rules configured in the “Local Presence” settings page.

Adding & Editing SMS Templates:  The “To” field will automatically populate with {Lead.Phone}, which will send to the record type’s detected mobile number. This also supports a specific phone number (note, this message will ALWAYS send to the specific number if inputted). To send to a specific assigned user (as in the case of notifying a user or a related contact) then use the “See Tags” button below to find the variable recipient option of your choosing.

Adding & Editing SMS Templates: The “To” field will automatically populate with {Lead.Phone}, which will send to the record type’s detected mobile number. This also supports a specific phone number (note, this message will ALWAYS send to the specific number if inputted). To send to a specific assigned user (as in the case of notifying a user or a related contact) then use the “See Tags” button below to find the variable recipient option of your choosing.

Adding & Editing SMS Templates:  The “Text Context” area is the message that will be sent out. Use the tags button to pull variable information automatically for more personalized text messages.

Adding & Editing SMS Templates: The “Text Context” area is the message that will be sent out. Use the tags button to pull variable information automatically for more personalized text messages.

Adding Variable Information:  Use the tags button to pull variable information automatically for more personalized text messages.

Adding Variable Information: Use the tags button to pull variable information automatically for more personalized text messages.

Opt-Out Verbiage:  Shape, by default, handles standard English-language reply messages such as STOP, UNSTOP, UNSUBSCRIBE or CANCEL for Toll-Free and Long Code messages, in accordance with industry standards. Please include SMS Opt verbiage in your SMS templates. Text message campaigns may be subject to various legal compliance requirements depending on the nature of your text messaging campaign, the location from where you are sending your text messages, and the location of your recipients. While Shape will handle the below-described message functionality, you should consult with your legal counsel to ensure that your text messaging campaign conforms will need to meet all applicable legal compliance requirements.

Opt-Out Verbiage: Shape, by default, handles standard English-language reply messages such as STOP, UNSTOP, UNSUBSCRIBE or CANCEL for Toll-Free and Long Code messages, in accordance with industry standards. Please include SMS Opt verbiage in your SMS templates. Text message campaigns may be subject to various legal compliance requirements depending on the nature of your text messaging campaign, the location from where you are sending your text messages, and the location of your recipients. While Shape will handle the below-described message functionality, you should consult with your legal counsel to ensure that your text messaging campaign conforms will need to meet all applicable legal compliance requirements.


SMS Opt Out Information

Shape, by default, handles standard English-language reply messages such as STOP, UNSTOP, UNSUBSCRIBE or CANCEL for Toll-Free and Long Code messages, in accordance with industry standards. When using a Messaging Service to send SMS messages, any STOP keyword replies will apply to the entire range of phone numbers enrolled in this service. Similarly, a START keyword will disable our blacklisting, and allow messages to this recipient once more. Supported opt-out and opt-in keywords for Shape Messaging are listed below.

STOP, STOPALL, UNSUBSCRIBE, CANCEL, END, or QUIT

Any of these STOP keyword replies will prevent a customer from receiving new messages from the phone number they're responding to. When Shape receives one of these replies, we will create a SMS Opt-Out entry and the record's marketing status will change to "SMS Opt Out." Once we have a blacklist entry for a particular recipient phone number, any future attempts to message them will not be sent because the customer has replied with STOP. Recipients can disable this message stop, and resume receiving messages with the START, YES, or UNSTOP commands.

START, YES and UNSTOP

Any of these replies will opt customers back in to the messages coming from a Shape number. Please note that Toll Free numbers only respond to UNSTOP.

HELP and INFO

Either of these replies will return a message informing the customer that they can use the above commands to control the delivery of messages. It is currently not possible to customize the default response triggered by these keywords.

Important Notes

Text message campaigns may be subject to various legal compliance requirements depending on the nature of your text messaging campaign, the location from where you are sending your text messages, and the location of your recipients. While Shape will handle the above-described message functionality, you should consult with your legal counsel to ensure that your text messaging campaign conforms will need to meet all applicable legal compliance requirements.


Need More Help? Contact us at support@setshape.com