This article explains how to create and edit SMS templates for workflow actions in Fease, including character limits, merge fields, and linking templates to actions.

Fease > Configuration > Templates

How do I create or edit an SMS template?

1. Navigate to Configuration > Templates.

2. Select the SMS template you want to edit, or create a new one.

3. Write the message content, keeping it concise.

4. Save. Each SMS template requires both an English and Afrikaans version.

Are there character limits for SMS messages?

Yes. SMS messages have character limits imposed by the mobile network. Keep messages short and to the point. Messages exceeding the limit may be split into multiple SMS messages, increasing costs.

How do I link an SMS template to a workflow action?

When configuring a workflow action with type "Send SMS", select the appropriate SMS template. You can use different templates for different workflow steps (e.g., a friendly tone for early reminders, a firmer tone for later follow-ups).

Frequently asked questions

How much does an SMS cost?

SMS costs are per message sent and vary based on your contract. Check with your d6 account manager for current rates.

Can I use merge fields in SMS templates?

Yes. You can personalise SMS messages with the account holder's name and outstanding amount using merge fields, just as with email templates.

What happens if an SMS exceeds the character limit?

The message may be split into two or more SMS messages by the network, which will increase the cost per recipient. Keep messages concise to avoid this.