Create & apply SMS templates

SMS templates simplify your regular client communications, so that you don’t need to create the same text messages repeatedly. This article describes how to create, apply, edit, duplicate and delete SMS templates.

Create SMS templates

An SMS template can be created by a firm owner, an admin or any employee with access rights to manage templates .

To create an SMS template:

1. Go to Templates > Firm templates and navigate to SMS tab.

2. Click Create template.

   

3. Fill the template:

   a) Name: Enter a name for the template. We recommend choosing a name for the template that illustrates its content, so it’s easier to select the right one from the list.

   b) Text of SMS: Compose the SMS content. To individualize it, you can apply shortcodes (dynamic data) to include, for example, the recipient’s name, the account name or the date. Here’s more on using shortcodes in TaxDome .

4. Click Save & Exit or Save to save the template.

   

Apply SMS templates

Once you’ve made an SMS template, use it to speed up creating any new SMS. Here’s how:

1. Choose the option to create a new SMS:

• Click New on the top left, then select SMS.

• Click New SMS in the SMS tab of the Communication section of an account profile.

• Click New SMS in the SMS tab of the Communications section.

• Select one or more recipients in your Accounts list, then select Send SMS in the pull-down menu.

2. Select recipient or recipients, if you haven’t done so yet.

3. テンプレートフィールドをクリックし、ドロップダウンメニューからテンプレートを選択します。

4. Edit the existing text if needed, then click Send.

   

備考

Changes you make to the SMS text don’t alter the selected template.

Add SMS templates from the Library

You can add ready-made SMS templates with the best practices from our library. To do this :

1. Go to Templates > Firm templates and navigate to SMS tab.

2. Click Copy from library.

3. Click the copy icon at the right of the template you want to add.

Edit SMS templates

To make changes to an SMS template, follow these steps:

1. Go to Templates > Firm templates from the left sidebar, select SMS, then click on the name of the SMS template.

2. Make changes to the SMS template, then click Save & Exit.

   

Duplicate SMS templates

To create a new SMS template from an existing one:

1. Click the three dots to the far right of the SMS template name.

2. Select Duplicate. The template’s copy will be saved with a suffix (e.g., Reminder (2)).

   

Delete SMS templates

To remove an SMS template completely:

1. Click the three dots to the far right of the name of the SMS template,

2. Select Delete, then confirm the action.

   

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