1. Navigate over to the SMS Template Manager tab and click on Template Settings. Within Template Settings -> Company Name Settings, write the different names you would like to have for your company. Once you've finalized your company names, click "Save" (this will establish the company names that will be referenced within your templates).
  2. To create additional templates, click “Create SMS Template”. A window will appear, allowing you to specify the details for your template via the following fields:
    • Template Name - specifies the name/title of your template
    • Select or Create a Template Category - specifies the category that the template will be assigned to
    • Message - specifies the outgoing SMS content that recipients will receive. We advise that all users refer to Messaging Best Practices & Delivery Rates for advice on suggested message content and structure.
    • Alternate Message - specifies the alternative SMS content that recipients will receive. This message will be sent out if one or more of the dynamic fields within Message is unable to locate and assign the corresponding prospect data.
    • {CompanyName} - specifies the specific company name that will be assigned to the dynamic field tag of the same name. This is a required tag.
  3. When you've completed each of the fields, you finalize your template by clicking "Submit".

Important: It's recommended that at least 15 outgoing messages be created prior to starting your initial campaign. For each batch you send, utilize a new template. This decreases the chances that your messages will be filtered as spam and keeps your delivery rates optimal.

  • Messaging Best Practice: your outgoing message templates will have a direct impact on your deliverability score and the types of responses you’ll get from prospects. 
  • When creating your template, we also provide you with the following guidelines. Follow them, and you’ll be successful:
  • Include these three items in your message, and arrange in any order you wish. Create at least 5 versions of this message, and cycle them every 500 sends to maintain high deliverability.

1. *Required* Identify yourself using the {CompanyName} merge tag (you may also use the {UserFirstName} merge tag in conjunction with Company Name). 

2. Use the {StreetAdress} merge tag to name the property address you are interested in purchasing

3. End with a question

  • Never include a URL in the initial message
  • Do not use spammy language or ALL CAPS
  • Use common sense

Note: Opt-out language will be automatically appended to the end of each of your messages.

For additional information pertaining to Messaging Best Practices, please refer to the video below.