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 can only edit templates you created.
Contents:
Step by step
1. Go to: Settings > eMarketing > SMS/TXT Responses
2. Under Create New Response > Add the Response Name
3. Click Create
You can copy content from an existing SMS/TXT response when creating a new one.
4. Set the access for the template, whether that is for all users, a team, or a specific user
5. Add your SMS/TXT response in the box below
6. Utilise the merge fields available on the left-hand side by clicking the merge field
7. Click on Save to add the SMS/TXT template to your database
It will be available when sending an SMS/TXT via VaultRE's desktop and mobile app versions.
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 ones that can only be used in particular VaultRE or the mobile app sections. 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, it would not populate any data.
You may find base templates via the access shared content tool in your settings menu. This is only accessible to users with admin settings. These templates are also defined by if you belong to a franchise group.