Creating Your First SMS Template

How to Create an SMS Template in Mercuri CX

Follow these simple steps to craft and save your SMS template:

1. Navigate to SMS Templates

Go to the Templates section in the left-hand menu of the Mercuri dashboard, and select SMS.

2. Click on "Create Template"

In the top-right corner, click Create Template to begin.

3. Fill in Template Details

You’ll be directed to the SMS template creation form. Fill in the following:

• Template Name: Enter a short, descriptive title so it’s easy to identify the purpose of the message.

• Template Text: Craft a clear and concise message (within 160 characters). You can personalize it using dynamic variables. Click the Add Variable button in the bottom-right corner of the body section to insert placeholders.

Example:

Hi {#var#}, your booking for {#var#} is confirmed on {#var#} at {#var#}.
We look forward to seeing you! Need help? Reply to this SMS.

4. Variable Mapping

Map each {#var#} to the actual data fields, like customer name, service, date, or time.

5. Preview

View the SMS Preview to see how the final message will appear to customers.

6. Save the Template

Click Create to save your SMS template. It will now be available to use in campaigns, automations, or workflows.