Navigating to the SMS Template Settings

Learn how to navigate to the settings page to create, view, edit and archive SMS templates for your offices

Only office admins can create and edit the SMS templates.

Navigating to the SMS Templates Page

  1. Click the App Switcher icon from the Dashboard, Select Tools, and then Office (under Pitch) 



2. Clicking the Offices takes you to the list of Offices you are assigned to as Office Admin. Select an office by clicking the Office name and on the Office details page, click the Settings button.

3. Click the “Presentation SMS Templates” tab on the side menu to access the list of SMS templates for the office, and click Create to start.