Managing SMS Templates in Concord CRM
Last updated
Last updated
Concord CRM SMS module allows you to create and manage reusable SMS templates to streamline and personalise your communication. These templates support dynamic variables, making them ideal for automating messages such as appointment reminders, deal updates, or custom notifications.
Navigate to Settings
Log in to your Concord CRM instance.
From the left sidebar menu, click on Settings.
Open SMS Templates
In the Settings menu, locate and click on SMS Templates.
You will be presented with a list of all existing SMS templates.
Click the Create SMS Template button at the top-right of the SMS Templates page.
A modal window will appear with a form.
Fill in the following fields:
Name: A unique name for your SMS template.
Body: The message content. You can include supported variables here.
On the right, you'll see a list of available variables (e.g., {{fullName}}, {{firstName}}). These placeholders will be automatically replaced with actual values when the SMS is sent.
Click Save to create the template.
To modify an existing SMS template:
Option 1: Click directly on the template name.
Option 2: Click on the three-dot menu on the corresponding template row and select Edit.
A modal will appear. Make your changes and click Save to update the template.
Click on the three-dot menu for the template you want to delete.
Select Delete from the dropdown.
A confirmation dialog will appear. Confirm the action to permanently delete the template.
SMS templates can be reused across modules where SMS sending is supported.
Always review variable usage to ensure the content renders correctly for recipients.