How to create SMS Template?

Step 1: DLT Platform Template Approval

Before creating the SMS template in Shopagain, ensure you have created the template on your DLT platform and received approval. In the DLT platform, variables are defined using {#var#} syntax. When creating the template in Shopagain, replace those variables with dynamic placeholders like {{ 1 }}, {{ 2 }}, etc., which will be dynamically mapped in the platform

Step 2: Open Content Library

- Navigate to the 'Content Library' from the sidebar of your dashboard.

Step 3: Choose SMS Templates

- In the Content Library, select the 'SMS Templates' option.

Step 4: Initiate Template Creation

- Click on the 'Create Template' button to start designing your template.

Step 5: Enter Template Details

- Template Name: Enter the desired name for your template.

- Category Selection: Select the category under which this template was created in your DLT platform, such as 'Promotional', 'Service', etc.

- Header: Choose the corresponding header for your template, matching it with the one used in your DLT-approved template.

- Template ID: Enter the approved template ID from your DLT platform.

- Message: Write the message for your template. Replace DLT variables formatted as {#var#} with dynamic placeholders used in Shopagain like {{1}}, {{2}}, etc.

Example Message Format:
Dear {{ 1 }}, Your order {{ 2 }} has been shipped and is expected to be delivered by {{ 3 }}. Track your package here: {{ 4 }}.

Step 6: Map Variables

- In the 'Map Your Variables' section, you'll see a table to assign each variable in your message to a specific data source.



- Click on the variable placeholders like {{1}}, {{2}} in the table.



- A dropdown menu will appear, showing various options to map these variables.
- For each variable, select the related data source from the dropdown.
- In the 'Add Sample Data' column, input sample data for each variable.
- In the 'Default' column, provide default values for each variable. These values will be used if the property is missing for the user. For example, if the property is 'FirstName', the default value might be 'Customer'.

Step 7: Save or Send for Approval

Once you have filled in all the details and mapped your variables, you can save your template for further revisions or send it for approval as per your workflow.

Updated on: 18/09/2024