Use this facility to create templates for SMS/TXT messages. Examples may include:
- "Thank you for attending/welcome to the open home"
- "Appraisal follow up reminder for vendor"
- "Tenant Arrears"
You can use these templates when sending an SMS via the desktop and mobile app versions of VaultRE.
Please Note: unless you are a user with "Full Access" you will only be able to edit templates that you have created yourself.
Contents:
Step by step
1. Go into Settings > eMarketing > SMS/TXT Responses
2. Add in the Response Name: and click on Create
You have the option to copy content from an existing SMS/TXT response when creating.
3. You will then have the option to set the access for the template, whether that is for all users, a team, or a specific user
4. Once set, you are then able to add your SMS/TXT response in the box below and utilise the merge fields available on the left-hand side by simply clicking the merge field
5. Click on Save to add the SMS/TXT template to your database and it will now be available to choose from when sending an SMS/TXT via the desktop and mobile app versions of VaultRE
Each SMS/TXT sent will incur a charge as highlighted on the screen per SMS part (Each part is 153 characters of text if the total message length is over 160 characters).
Additional information
Should you need to make any changes to an existing SMS/TXT template, this can be done by clicking on Edit on the right-hand side of the template as per below:
When utilising merge fields, we provide certain merge fields that can only be used in particular sections of VaultRE or the mobile app. This will be stated in brackets shown next to the merge field, as per the example below:
As stated, this merge field can only be used via the app, so if sent via the VaultRE web version, this merge field would not populate any data.
You may find base templates via the access shared content tool in your settings menu. This is only accessible for users with admin settings access. These templates are also defined by if you belong to a franchise group.