Zoho CRM | Create or edit templates

Templates are quick to set up and make it easy to send the same type of message to multiple contacts e.g. appointment reminders.

Add new template from a CRM record

You can create a new template when sending a message to a specific contact:

1. Open the message recipient's CRM record.
2. From the navigation pane, click on Send Sinch SMS.
3. In the pop-up messaging window, you can configure your message settings and + Add New Template.

4. Configure the new template:

   • Template Name: Choose a name to identify the template.
   • CRM Module: Select a module where the template can be used e.g. Leads, Contacts, Deals.
   • Merge Fields: If you want to personalize your message, you can select the appropriate merge fields.
   • Message content box: Compose the message you want to use as the template.

   

5. We recommend checking and understanding the Estimated cost of the campaign before adding it.
6. Click the Add button to save the template.
7. To use the template, select it from the Template drop-down box.
8. (Optional) Click the Edit button to update the template.

Add new template when sending bulk messages

You can create a new template when sending messages in bulk:

1. From the left-side navigation menu, click on the Modules tab.
2. Select the module where you want to send messages from e.g. under Sales, click on Leads.
3. Select the checkbox next to the Leads name and then click the Send Bulk Sinch SMS button.
4. In the pop-up messaging window, you can configure your message settings and + Add New Template.
5. Configure the new template:
   • Template Name: Choose a name to identify the template.
   • CRM Module: Select a module where the template can be used e.g. Leads, Contacts, Deals.
   • Merge Fields: If you want to personalize your message, you can select the appropriate merge fields.

   • Message content box: Compose the message you want to use as the template.

     

6. We recommend checking and understanding the Estimated cost of the campaign before adding it.
7. Click the Add button to save the template.
8. To use the template, select it from the Template drop-down box.
9. (Optional) Click the Edit button to update the template.