Process: Creating and Managing SMS Templates and Merge Fields

Introduction

Administrators can create Letter Templates and Letter Heads to be used when creating Letters in the Ready Recruit Product!

This guide will show you some useful features to help set up Letter Templates and Letter Heads within the Ready Recruit Product!

Quick Navigation

Creating an SMS Template

Click on the Admin Settings dashboard icon from the left-hand side navigation panel

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In the SMS Settings tab, click on SMS Templates & Merge Fields.

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To add a new SMS Template, click on the Add button next to New SMS Templates

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The New SMS Template modal will appear with the following fields.

  • Name - The display name for the SMS Template within your system
  • Content - The content of the SMS that will be sent

Once the relevant information has been completed click

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The SMS template is now created. When a user sends an SMS, the template can be selected from the drop-down menu.


Editing, Disabling and Enabling SMS Templates

To edit an SMS Template, navigate to the relevant SMS Template and click the Edit button next to the SMS Template

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The Edit SMS Template modal will appear, edit the relevant information and click

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The SMS Template will now be updated with the relevant changes made!

 

To disable an SMS Template, click the Disable button next to the relevant SMS Template

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This will create a prompt, click OK to disable the SMS Template

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The SMS Template is now disabled!

 

To enable an SMS Template, navigate to the Disabled SMS Template Tab

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Click the Add button next to the relevant SMS Template

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This will create a prompt, click OK to enable the SMS Template

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The SMS Template is now enabled!

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