Using preset SMS messages

Sending Preset SMS text messages, like Preset emails, are a great way to save time if you have SMS communications you send time and again.

Using preset SMS messages

When composing an SMS there is a Preset SMS option, which only shows if at least one Preset SMS has been previously prepared. Selecting a Preset SMS from the drop-down list will populate it into the "SMS Composer" pop-up ready for you to further edit before sending.

Preparing preset SMS messages

You can easily add Preset SMS messages. For administrators, click into the Presets sections within the Administrator area and on the SMS tab...

...And for users, click into the Presets section within the Users area. Here you will see a list of Presets that are visible to you - either those set as visible to All user groups, visible to Just Me (your private presets), or those that are visible to you because you are a member of one or more User Groups to which certain presets have been restricted.

To add a new Preset SMS, click Add SMS message in the SMS tab.

The Add SMS pop-up opens. Give the preset a suitable Name that you'll easily recognise when you need to select it from a list in the future (e.g. Newcomer Dinner Invitation). Enter the default SMS From. Note also the Visible to option. By default, Presets are visible to and available for use by All Users. You can optionally restrict visibility to Just Me (the author) or one or more User Groups - see the related support article for further information on Restricting visibility with User Groups. Now you can type your Message body content, perhaps using Merge Fields if you wish to use personalisation, or even select an existing Preset SMS to insert and then modify. Click Save when you are done.

Editing a preset SMS, perhaps to amend the visibility or change the message content, works in just the same way. From the Presets list select View or Edit from the preset Actions.

Subject to the visibility restriction settings, the newly-created or edited preset SMS is now available for use throughout ChurchSuite anytime you're using the Send SMS option.

You can also create SMS Presets on the go when composing an SMS message. It's often the case that you're typing a message and you want to save a use again.

Once you've typed your message - and before you click Preview SMS, click Save to add the message being viewed as a new preset, with a new version added (with a sequential number) each time you click Save.

Saved Presets added in this manner are created with default visibility set to Just Me i.e. private. If you wish to make the Preset more widely visible, follow the instructions above to Edit the Preset SMS and amend the Visibility restriction. Click Manage to navigate to the Presets section.

Note: Unlike emails, which have an email Subject, a Preset SMS is saved with a Name comprising the first few words of the message.

Still need help? Contact ChurchSuite Contact ChurchSuite