Text Templates in Shape Software - Shape Software - Automate your business!

Text Templates in Shape Software

Creating a SMS Template in Shape

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.

 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.

SMS Templates: https://secure.setshape.com/sms-templates

At the top of the page, you will find the green “Add Text Templates” button to create a new template as well as option to edit, duplicate, or delete an existing template.

Use the “Add New Folder” button to create a new folder to further organize your templates into different sections.

Create a name for your template that is easy to distinguish from your other templates as well as add a description if needed.

Also select the folder that you wish to add this template to.

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. 

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 Data Merge Tokens” button below to find the variable recipient option of your choosing.

The “Text Content” area is the message that will be sent out. Use the “See Data Merge Tokens” button to pull variable information automatically for more personalized text messages.

Send Images and Videos with MMS Templates

Shape also gives you the ability to create templates for multimedia messages (MMS). Personalize your messages to your customers with images for birthday's or set a GIF to go out for a specific holiday!

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

MMS Templates: https://secure.setshape.com/mms-templates

At the top of the page, you will find the green “Add Templates” button to create a new template as well as clicking the icons next to the template name to edit, duplicate, or delete existing templates.

Create a name for your template that is easy to distinguish from your other templates as well as add a description if needed.

The “From” dropdown will pull all available MMS 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. 

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 Data Merge Tokens” button below to find the variable recipient option of your choosing.

Click and drag the image, video, or file that you want to send with this template into the uploads section and a preview will populate showing your uploaded image.

Frequently Asked Questions

SMS templates do not currently support pictures or videos however Shape does offer MMS messaging and MMS templates for sending videos and pictures. We also have a direct integration with BombBomb to send links to your videos in your SMS Templates to add that personal touch.

This due to the “To” and “From” in the text template as these fields determine who the text is coming from and where the text is going. 

This can be done from any list view by utilizing the bulk actions and check marks to select who you would like to send the bulk text to. Once done, you can select “Send SMS” to select the template you wish to send to your contacts!

You can include you text templates to send out to your users or contacts with your active drip campaigns as well as triggers to send the text out based on specific milestones (call outcomes, checklist items, uploaded document, etc.)

Keywords: text, SMS, MMS, template, text template, drip campaigns, send, receive, templates,

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