How to create and edit templates
How to create and edit templates? Just follow the instructions below on how to create and edit templates.
Option 1:
1. You can select one of the records in the module, then check the checkbox on the record you selected.
2. Click the Send Bulk Twilio SMS
3. Click Add New Template
4. You can create a
Template Name: Template 1 ( you can name the template on what you want)
CRM Module: Leads (you can select a module where a template can be used.)
Message: This is a test! ( write the message you want to create.)
Click Add
5. If you want to edit the template, click on the template then click Edit.
6. You can use # to enter the merge fields
7. If you want to add some attachments, click the ATTACHMENTS, then choose the files on your devices.
Then click Update.
Option 2:
1. You can click on the name on the following record.
2. Then click the Send Twilio Message.
3. click Add New Template
4. You can follow the same steps in Option 1.
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