Creating SMS Templates with Text.lk

Introduction: SMS templates are pre-set text messages that can be quickly sent to multiple recipients without the need to type out the message each time. Text.lk offers a convenient SMS template feature that allows users to create and save customized message formats for efficient communication. This documentation provides step-by-step instructions on how to create SMS templates using Text.lk.

Step 1: Accessing the Customer Portal:

1. Visit the Text.lk website and log in to your account using your credentials.
2. Once logged in, navigate to the customer portal/dashboard area.

Step 2: Creating an SMS Template:

1. In the customer portal/dashboard, locate the “Sending” section or menu.
2. Within the “Sending” section, find the option labeled “SMS Template” or similar.
3. Click on the “SMS Template” option to access the SMS template management page.
4. On the SMS template management page, look for the “Create” or “Add New Template” button and click on it to initiate the template creation process.

Step 3: Inserting Template Details:

1. In the template creation form, you will be prompted to enter the following details:
   • Template Name: Provide a descriptive name for your template to easily identify its purpose or content.
   • Message: Enter the text of your message template. This can include any predefined content or message structure that you wish to use for your SMS communications.
   • Template Tags (Optional): Optionally, you can use template tags within your message template. These tags act as placeholders that will be replaced with actual contact values when the template is used to send messages.

Step 4: Saving the Template:

1. After entering the template details, review the information to ensure accuracy.
2. Once satisfied, click on the “Save” or “Create Template” button to save your SMS template.

Step 5: Using the Template:

1. To use the saved SMS template, navigate to the message composition area within Text.lk’s messaging interface.
2. Choose the option to create a new message or reply to an existing conversation.
3. Within the message composition window, locate the option to select a template or insert saved content.
4. From the dropdown menu or list of available templates, choose the desired template that you created earlier.
5. The template’s pre-set message content will be automatically inserted into the message composition window.
6. Customize any additional message content as needed, such as adding recipient names or specific details.
7. Send the message as usual, and the template’s content will be included in the SMS sent to the recipient(s).

Conclusion: Creating SMS templates with Text.lk streamlines the process of sending common text messages by allowing users to save and reuse pre-defined message formats. By following the simple steps outlined in this documentation, users can easily create, save, and utilize SMS templates to expedite their communication efforts and improve efficiency.