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Creating and Managing SMS Templates

 

Only office admins can create and manage SMS templates.
Agents – if you’d like to request changes or new templates, please reach out to your office admin.

  1. From your Dashboard, click the App Switcher icon (top right, next to your name).
  2. Select Settings ➡️ Offices.
  3. Choose your office name and click Go to Details under Pitch.
  4. Select Settings.
  5. Click Presentation SMS Template.

From here you can view and edit existing templates by clicking on the template name and opening to make changes or you can selct Create New SMS Template.


When creating a new template a pop-up will appear where you can enter the details:

  • Template name – A short, clear name agents can easily recognise (max 35 characters).
    Example: “6 Month Market Update – Investors”
  • Presentation type – Choose the correct type from the dropdown (e.g., Price Update).
  • Message – Write your SMS content. Use the merge field buttons to personalise your message.

⚠️ Important: The following characters are not supported by our SMS provider:
^ [ ] \ ~ |
If these are included, the recipient will only receive the presentation link without your message.
Finally, Select Save. Your new template will now display in the active list.