Creating SMS templates

In the Synerise template builder, you can create your SMS. After you create it, you can proceed to sending the text message.

Alternatively, you can create a template on the go while creating the SMS communication.

Create a template

1. Go to Communication > SMS.

2. In the menu on the left, click Templates.

3. Click Create new.

4. Click Text editor. The text editor and SMS preview open.

5. In the text box on the right, enter the contents of your message. You can:

   • use emoji.
   • shorten the links.
   • use inserts to personalize content and add tracking of UTM parameters and click events for redirect URLs.

   

Short links

If you send links in text messages, you can use a Jinjava code to shorten the URL addresses to make the text message look professional and the link more reliable.

• The default domain of the shortened links is snrs.it. If you want to use your own domain, see Custom subdomain for shortened links.
• The shortened links don’t require HTTPS. If you include a link with http:// in the message, it will be redirected to HTTPS when opened.
• You can combine short link insert with prepare link to track URL’s parameters (such as UTM) and click events from a message.

{% shorturl %}YOUR_URL{% endshorturl %}

{% shorturl %}{% preparelink %}YOUR_URL{% endpreparelink %}{% endshorturl %}

Example

{% shorturl %}{% preparelink %}https://example.com/season-discounts/?utm_source=examplecom&utm_medium=slider&utm_content=examplecom&utm_term=discount-amazon-perf-2_W3&utm_campaign=Campaign-OnGoing{% endpreparelink %}{% endshorturl %}

Result

Personalization

You can also personalize the message by inserting dynamic elements, for example:

• an attribute such as the name or any other piece of information you collected about a profile (city, age, and so on),
• the number of collected loyalty points,
• a discount coupon.

In Insert usage, you can find a list of inserts and examples of their usage.

Limits

There is no validation on the characters used in the text message because of the possibility of using the Jinjava tags which tend to be long. However, to give you a sense of how many parts your text is going to consist of, there is the Parts counter in the top right corner.

A text message consists of 160 characters. Special characters in Synerise template editor are counted as a single character, but your SMS provider may count them as two or more, which may result in dividing your message in several parts. To accurately predict the cost of your campaign, check your provider’s documentation on special characters to determine how many parts your message will consist of.

Preview the template

1. To check the preview of the template for a particular customer, click the Preview context button on the upper left side.
2. Enter the ID of a customer.
3. Click Apply.
   Result: You see the preview of the template for the particular customer. If you use a custom domain for short links, the preview shows the default domain, but the custom domain will be used in the actual campaign.

Save the template

• If Service approval is not configured:

  • To go directly to launching an SMS campaign, click Use in communication and follow the instructions here.
  • To save the template:
    1. Enter the name of the template.
    2. Select the folder where the template will be saved.
    3. Click Save this template.
       Result: A dropdown appears.
    4. Click Save as.
       Result: The template is saved in the selected folder.

• If Service approval is enabled for the Communication module, to complete the work over the template:

  • If you are a regular user, to send the template to reviewers and a final approver, click Send to approval.
  • If you are a reviewer, to approve a template, click Approve.
    Result: If the template is approved, it will either be automatically sent to the final approver or await approval from another reviewer. If the template is disapproved, it will be marked as Rejected and the review process will start over.
  • If you are a final approver, to let yourself approve the template, click Approve.
    Result: The template can be used in an SMS campaign.