Requires administrator rights or one of the following permissions:

Settings, Campaign administrations

In Adversus, you can create an SMS template to send to leads.

  1. Go to Messages in the menu on the left and choose Templates.

  2. From Create template in the top right corner, choose SMS template.

  3. In the top, give your SMS template an internal name.

  4. On the right side of the SMS editor, you'll see Details. Here, you need to input the Sender (numbers and letters) and Recipient (use the phone number merge tag).

  5. Under Settings, decide if agents can edit the SMS before send-out. You can also choose automated send-out rules, e.g., On success.

  6. Now you can write your SMS. Use merge tags to customize the SMS to the individual recipient, e.g., hi [customer name].

  7. Click Save in the top right corner when you are done.

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