Predictive Dialer How do I set up SMS Templates

The dialer supports one-click SMS text sending, no attachments are allowed you must use hyper links to saved content if you want a recipient to download something from the text.  

Step #1 Click on the Settings Tab.

Step #2 Select SMS Templates button

Step #3 Enter a Name for the template you are creating
- Enter the content of your text and select Add SMS Template
- Click Done
Once you've created your template you can click on the name of the SMS template to edit it. 

Now when an agent is on a call and viewing a lead from the Contact View simply select the SMS button.  

 Select the Send SMS button and choose from the list of text templates you have created.

  • SMS
  • 0 Users Found This Useful
Was this answer helpful?

Related Articles

Predictive Dialer Trouble Shooting Why am I waiting a long time for a call?

 This can be due to multiple reasons so lets go through them: You may have your dial rates set...

Predictive Dialer How do I add user phone book numbers for transferring calls?

To add numbers to your agents phone book for transfering calls (this will enable your agents to...

Predictive Dialer Why do agents show up as unknown in the Agent Monitor tab?

If your agents are showing up as a status of "unknown" this is because they have not taken a call...

Predictive Dialer How do I Transfer or do a 3-Way Conference Call?

For both the Transfer and 3-Way transfer options you will want to add numbers to your agents...

Predictive Dialer How do I add import upload numbers contacts leads to a campaign

Step #1 File FormatThe dialer requires your contacts file to be in a .CSV-MSDOS format.Click here...