This article provides detailed steps for customizing automated SMS notification templates in Pabau.
Step 1: Navigate to Client Notifications
Log in to your Pabau account and go to Setup, then navigate to Marketing & Communication, Communications, and Client Notifications.
Step 2: Choose the Template to Edit
Choose the specific notification you wish to customize.
Step 3: Preview and Select Notification Type
In the center of the screen, preview the current state of the template and any changes you make.
Right above the template, switch between email and SMS by selecting the appropriate option. For SMS customization, switch the preview toggle to SMS text.
Step 4: Customize SMS Notification
In the builder on the left, customize the SMS notification.
The SMS character limit is displayed above the message box.
At the bottom of the message box, find the "Add Merge Tag" button. Click on it to insert personalization fields into your templates for a personalized touch.
Step 5: Save Changes
After editing the SMS template, click on the Save button located in the upper right corner of the screen to confirm your changes.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
In addition, we suggest reading our Client Notifications 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.