Text Message Templates

Text Message Templates are just one way that TE Recruit can help save you time and increase your productivity throughout the day. Create and save text messages that you send frequently, so you can easily reuse them whenever you want. The body of the template can always be edited, if necessary, within the email compose window before the message is sent out.

Template visibility can be restricted to only the creator, or shared with all users on your account.

Please note that the ability to create, edit, or delete Text Message Templates is restricted to only those seats that have permission to manage Text Message Templates.

To manage your Text Message Templates:

• Expand the Sidebar in the top right corner of the software and click on the Settings icon 
• Click to expand the Addons & Integrations section and then select Manage Text Messaging Templates

To create a new Template:

• Click the Create New Template button

• Enter all details in the panel
  • Give the new Template a Name
  • The Owner will be set as your user by default. You can click the drop-down menu to make a different selection
  • The Activity Type will be set to Text Message Outgoing by default. You can also make a new selection by clicking the drop-down menu
  • Enter the body of your Template. This is what will be sent to your recipient
  • If you want this Template to be shared with all other users on your account, flip the Share With Agency toggle to YES
  • Use the Merge Field drop-down menu to pull in personalized data automatically

• When complete, click the Save button

You can edit any existing Template by clicking the corresponding pencil icon. Clicking the trash can icon will delete the Template.

To send an SMS message using a Template:

• Open a Person record
• Click the SMS icon either next to the mobile number or on the sidebar (Note: the phone number must be set to the Mobile type to enable SMS functionality)

• Click the Template drop-down menu to select your desired template

• This will load the Template into the body of the text message. You can edit any text here, if you'd like

• Click Send