Short video:

For the ease of sending text messages to multiple customers with similar content, you can make use of an SMS template. Templates define the structure and content of a message where some of it is predetermined while some content can be added while sending the message. 

Configuring an SMS template:

1. Go to Home -> Settings -> SMS Templates

2. Type out the message content. You can use the placeholders {#var#} for variable content.

Eg: Thanks for registering on our website. Your account number is {#var#}. Your account manager {#var#} will connect with you shortly.

3. Click on 'Add template'. You will see a dialogue box with 4 options. Select the one that applies to the template type that you are adding and click on 'Next'.

4. Another dialogue box will appear asking for the DLT Template ID that is associated with the template. Provide the ID and click 'Next'. (More on DLT Template ID)

5. You will see the below prompt -

You may now use the SMS template through the Exotel UI or through APIs. Please note that if you have selected an OTP template (DLT type - transactional or DLT type - Service Implicit (having OTP content)), our support team would verify it and you will be able to see the template with an 'OTP' tag, like below. 

If you are using SMS services via API and have not uploaded your templates on our dashboard, we urge you to add all OTP templates on our SMS Template dashboard, in order to get priority delivery using our dedicated OTP pipes. 

"My template is approved. How do I use it via the dashboard?"

1. You will find a link 'Choose a SMS template' in the SMS widget on the Exotel dashboard.

2. Click on that and select the approved template.

3. Replace the placeholders with the required content and send away to glory!

Contact us: If you have any questions or concerns, please connect with us using the chat widget on your Exotel Dashboard or Whatsapp us at 08088919888.