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SMS templates

SMS Templates can be used to automatically generate customised text message content on a matter.

Include Data Markers in your templates to recall Matter and Stakeholder information automatically into the message.

Creating a New SMS Template

Section titled “Creating a New SMS Template”
  1. Navigate to Settings > SMS Messages
  2. Select + next to the Folder you would like the SMS template to sit within
  1. Name: Provide a name which will be used when selecting the template on a matter
  2. Description: Provide any information that will help users understand what the template should be used for
  3. Compose: Enter the content of the SMS message
  1. Check for Errors: To ensure any data markers or data helpers being used are formatted correctly
  2. Create

Editing an SMS Template

Section titled “Editing an SMS Template”
  1. Locate the SMS template within the Folders on the left
  2. Edit the required content
  3. Save

Data Markers

Section titled “Data Markers”

To include data markers within your templates:

  1. Select Insert Data Marker
  2. Use the search bar or filter through your matter templates to find the required marker
  3. Open the group it belongs to
  4. Insert the required data marker into the template
Section titled “Form Links”

To include links to InTouch forms within your templates:

  1. Within your InTouch Settings, navigate to the form you would like to link within the SMS template
  2. Copy the link on the left-hand side of the page under the text:
    “Use the following snippet in email & document templates and even within a different form to give the receiver a link to this form”
  3. Paste this link into the SMS template you would like to add the form link to