SMS templates
What Are SMS Templates?
SameSMS Templates allow you to create reusable text message content that can be used throughout AgentRoof CRM.
They help save time by allowing you to create predefined SMS messages that can be used in Action Plans, manual SMS communication, and other automation features.
SMS Templates support customizable message content and merge fields for personalized communication.
Access SMS Templates
From the left-hand menu, select Templates.
Click SMS Templates.
The SMS Templates page will be displayed.
SMS Templates are organized into folders for easier management.
Understanding Template Folders
Templates are stored inside folders.
The system includes default folders created by AgentRoof.
System Folders
System-generated folders:
Start with AgentRoof
Cannot be edited
Cannot be deleted
In addition to system folders, you can create your own folders to organize custom templates.
View SMS Templates
Navigate to CRM > Templates > SMS Templates.
Click the folder containing the template.
Locate the desired template.
Click View in the Actions column.
The template preview will be displayed.
Create a Folder
Navigate to CRM > Templates > SMS Templates.
Click Create Folder.
Enter the Folder Name.
Click Save.
The folder will be created successfully.
Create an SMS Template
SMS Templates can be created inside an existing folder or a newly created folder.
Navigate to Templates > SMS Templates.
Click Add SMS Template.
The SMS Template Editor will open.
Configure Template Details
Enter the following information:
Template Name
Folder Name
SMS Message Content
Select a Folder
Choose the folder where the SMS Template will be stored.
If the required folder does not exist:
Click Create Folder.
Enter the Folder Name.
Click Save.
Select the newly created folder.
Folders help organize templates and simplify template management.
Create SMS Content
Enter the SMS message content in the template editor.
The message entered here will be used whenever the SMS Template is selected in communications or automated workflows.
Use Merge Fields
Merge Fields allow dynamic information to be inserted automatically when the SMS message is sent.
Examples include:
First Name
Last Name
Contact Name
Realtor Name
Realtor Email
Phone Number
When inserted into a template, merge fields appear as emailplaceholders such as:
[[name]]
The actual lead information will automatically replace the placeholder when the SMS is delivered.
Merge fields can be inserted directly into the SMS message content.
Save the Template
After completing all required information:
Click Add Text Template.
The SMS Template will be created successfully and displayed in the selected folder.
View an SMS Template
Navigate to CRM > Templates > SMS Templates.
Open the folder containing the template.
Locate the desired template.
Click View.
The template preview will be displayed.
Edit an SMS Template
Open the folder containing the template.
Locate the desired template.
Click Edit.
Make the required changes.
Click Update.
The SMS Template will be updated successfully.
Important Note
Changes made to an SMS Template only affect future usage of the template. Previously sent SMS messages are not modified.
Delete an SMS Template
Open the folder containing the template.
Locate the desired template.
Click Delete.
Confirm the deletion.
The SMS Template will be removed successfully.
Important Note
SMS Templates currently assigned to an Action Plan cannot be deleted.
You must first remove the template from the Action Plan before deleting it.
Using SMS Templates in Action Plans
SMS Templates can be used while creating or editing Action Plans.
Navigate to Automation > Action Plans.
Create a new Action Plan or edit an existing Action Plan.
Click Add Action.
Select Send Text as the action type.
Choose the desired SMS Template.
Configure the execution timing.
Click Save or Update.
The selected SMS Template will be used when the Action Plan executes the SMS step.
Conclusion
You have successfully learned how to manage SMS Templates in AgentRoof CRM.