SMS Templates
- Alex Morrisson
- Allison Derome (Unlicensed)
If you want to send an SMS to a client, you can set up an email template that can be sent to an SMS gateway, which will then convert the Email to an SMS.
SMS Providers
There are various SMS providers that can convert emails to Text messages.
Not all of the providers use the same format and may require different information. Generally, they will have the requirements on their webpage, or you can email the SMS provider support team for more help.
Create an SMS Template
Settings → Email Templates
Template Place Holders
Email Subject Place Holders
Place Holder Text | Function description |
|---|---|
[Contact Name] | Formatted Contact Name e.g. Mr FirstName LastName |
[First Name] | Order contact's first name only |
[Last Name] | Order contacts last name only |
[Reference Number] | Order number and revision |
[Reference Description] | Order reference |
[Sales Rep Name] | From Sales Representative settings |
[Sales Rep Email] | |
[Sales Rep Phone] | |
[Sales Rep Mobile] | |
[Sales Rep Fax] | |
[Total Amount] | Total value of order |
[Outstanding Amount] | Outstanding amount un paid (Can be applied to Quote and Invoices document types) |
Lead Place Holder Text | |
[Lead Date] | Appointment Date |
[Lead Time] | Appointment Time |
[Installation Date] | |
[Install Time] |
Email Body Place Holders
Place Holder Text | Function description |
|---|---|
[Customer Description] | Customers Company Name and if no company name then First and Last Name |
[Contact Name] | Formatted Contact Name e.g. Mr FirstName LastName |
[First Name] | Order contact's first name only |
[Last Name] | Order contacts last name only |
[Reference Number] | Order number and revision |
[Reference Description] | Order reference |
[Total Amount] | Total value of order |
[Outstanding Amount] | Outstanding amount un paid (Can be applied to Quote and Invoices document types) |
[Sales Rep Name] | From Sales Representative settings |
[Sales Rep Email] | |
[Sales Rep Phone] | |
[Sales Rep Mobile] | |
[Sales Rep Fax] | |
[Branch Name] | From Branch setting |
[Dispatch Address] | |
Lead Place Holder Text | |
[Lead Date] | Appointment Date |
[Lead Time] | Appointment Time |
Dispatch Place Holder Text | |
[Installation Date] | |
[Installation Time] | |
[Contact Mobile Phone] | Mobile number used for SMS email |
[Contact Email Address] |
How do I send a text, or when will BUZ send a text
There are 2 ways to send an SMS,
Manually in the quote/order screen
Or you can set up a "Send Email (or SMS in this scenario) on status change"
Example SMS Templates
Confirming your Measure and Quote for [Lead Date] at [Lead Time] with our Sales Consultant [Sales Rep Name]. If you have any questions, please call the office on ..........
Confirming your installation for tomorrow [Installation Date] at [Install Time]. If you have any questions, please call the office on .............
BUZ Blinds EOFY SALE...Up to 50 per cent OFF on all products manufactured by BUZ Blinds until THIS Saturday, the 30th of June. Call us .......... to make YOUR windows come to life. *Please do not reply to this message
Dear Customer, I am confirming your free measure & quote. Your booking is on the [Lead Date] @ [Lead Time]. With Compliments -BUZ Blinds
This is a reminder that a fitter will be attending your premises tomorrow. BUZ Blinds
Hi [First Name], I saw that you went ahead with your quote ([Reference Number]) from [Sales Rep Name] and just wanted to touch base to say THANK YOU for choosing to work with us. I'll follow your order closely and look forward to hearing how it all goes. Regards, [Sales Rep Name]
FAQ
Why is the message showing the placeholder text instead of the populated data that is meant to be there?
The placeholder text is case-sensitive and needs to have capital letters where we have shown.
I can't send any messages.
Can you send/receive manual SMS?
Have you verified your email address in BUZ, which is also useful to avoid emails being sent to junk emails (information can be found here)?
Ensure this email address is the same one you have configured to send your Email Template from, and this email address is set up in your SMS Providers account