Creating a SMS Template
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The tutorial reviews how to create a SMS Template to send detailed text messages quickly.
It is imperative that you create the template where you want to send it and send it from where you created it.
Each form that you can send SMS from will have different reference fields available.
For example, sending SMS from the Breeding Log with a specific reference record, you will be able to autofill information such as Breed Date, Stallion, etc. If you tried to use that same template with these fields in the Customer File, it would not auto-populate that information, as that information is not available on the Customer File.
Estimated Time to Complete – 10 Minutes
Click the tabs below based on the version of the Wise Option software you need instructions on.
Video Coming Soon!
Navigate to the location you would like to send this SMS from (see Resources below if needed)
Once you have the SMS for open, click the option to the right to Add (Green Plus)
This will open the Form Letter repository.
Either ceate a new category or select one already available
Create a new template
Type the text for the template
Place cusor in the template where you would like the field inserted
Review the fields available on the left and double click on the field you would like to insert
Save
If you would like to save this template for easy access on this location, select the template and click "Submit"
Keep an eye on this page in the future, we will be putting details about this feature here! Our is also a great place to get answers from fellow Wise Option Users.
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