Using preset SMS messages

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

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 edit further before sending.

Preparing preset SMS messages

You can easily add Preset SMS. For administrators, click on the Presets section within the Administrator area...

...And for users, access the User area by selecting your user account from the drop-down menu in the top-right corner (located just above Log out). Next, click on the Presets section. Here you will see a list of Presets that are set as visible to you - either those you have previously set as visible to Just Me (i.e. your own presets) or those that are visible to you because you are a member of one or more User Groups to which presets may have restricted visibility.

To add a new Preset email click Add SMS.

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. 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 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.

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