How to Create SMS Templates

This article provides a guide on creating SMS templates in Pabau, enabling you to streamline your communication strategies.

Step 1: Access Templates

Log in to your Pabau account, and in the left sidebar menu, navigate to Setup, go to Marketing & Communication, then select Communications, and finally, choose Templates.

Step 2: Initiate Template Creation

Click on "Create Template" located in the upper right corner and select "SMS" as your template type.

Step 3: Input Template Details

On the left side of the screen, provide the following information:

Name: Assign a name to the template (for internal use).
Message: Input the content of the SMS template. Preview the message in the center of the screen.

You can adjust visibility settings on the right side of the screen, choosing between personal or shared visibility among staff members.

Step 4: Confirm and Save

Click on "Create SMS" in the upper right corner to confirm and save the template. Your SMS template is now successfully created and ready for use.

NOTE: We suggest reading our Communication Templates article for a more in-depth exploration of this topic.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.