To set up SMS templates:
Go to controls and click on "temples"
Select "create"
Give the template a name and internal reference
Add your message, using system variables as needed
Choose a workspace or assign it to a user role
The template will appear in a table where you can edit it or add additional roles
To use the template, select it from the dropdown menu in the lead or select it directly from within the lead
Make sure to use the correct variables in the template.
Video Transcript
Now that I set up email tippets walked through on how to set up times, so same thing works the same way.
You know, if I were to select my leads here and click on the icon, I have an option of selecting a-type and this is controlled and you can do it again within the actual lead itself.
When you click on the actual icon, you have an option of selecting an temple and to build one. You're going to come over here to controls, click on temples and instead of email you're going to click on, and here you can start building out your temple. So click on, create here.
You have the name of it right. So internal name, let's just this internal reference. So we'll say: first sees template, we'll add-in our message now this does have system variables, just like email. So watch the video on using either the lead standard fields or your custom fields or user profile field.
Put whatever you want in here and then you can choose a workspace. Now, if you're setting this up for a user account, don't select the workspace, workspaces are for you or you can assign it to a workspace. In this case i'm setting this up for certain user role, and so once you created this shows up inside this table, you can either click on the name here or the edition, and when you go into the Temple this is where you have the option of either editing it or you can add additional roles. So in this case I'm going to put support user role, and so now that I have my Temple set up, when I come in the leads, I can then select a lead.
Click on Smes and here's that drop down. I can go and select that, or if i'm inside the lead, I can come in and select that template directly through here and now have my estimate. I can go ahead and click ends and again all of our variables work within the template itself. So whenever you can figure that, just make sure you using the right variables and it's available for any of users or yourself to use a Temple.
