SMS templates allow you to create standard text templates directly in Neos to communicate with Intake leads for use with Intake PRO workflows. Enter text and add merge fields without having to use the Word Add-in.
NOTE: You must have the Add permissions to Directories > Templates to add SMS Templates.
To create a new SMS template:
Click the Settings button from the left navigation pane and select the Templates button from the Directory Editors group.
Select the SMS Templates tab from the left pane.
A list of your firm's existing SMS templates will be listed in the grid.
Click the New Template button to add a new SMS template.
A new SMS template will display. Enter the following details to customize the SMS template.
Type your SMS template into the space within the cell phone silhouette.
Click the + Add Field button to add a merge tag or prompt. Refer to the Add Field section in Add Email Templates for more details.
Click the pencil icon
to customize the template name.
NOTE: You will be prompted to save the template with a new name in the Save Template window when Save is clicked if you did not edit using the pencil icon.
6. Click the Save button to save the new SMS template.