Set Up SMS Message Templates

SMS templates save wording you use often, such as a pickup notice or an order update. You can create templates for customer messages on sales orders and quotes, or vendor messages on purchase orders. Saved templates appear when sending messages from an order, quote, or purchase order through the message icon.

You can prepare and preview templates before connecting Twilio. Saving a template does not send a message. Connecting Twilio is required before sending SMS; attempting to send without Twilio displays a connection prompt.

Open the SMS template editor

1. Click Configuration in the top navigation bar to open the menu.

   

2. Choose Settings.

   

3. Choose Message Templates in the sidebar.

   

4. Click Message Template to open the menu.

   

5. Choose SMS Template.

   

Write the message

The template type determines which order details and variables are available:

• Sales Order Message: customer messages about a sales order.
• Quote Message: customer messages about a quote.
• Purchase Order Message: vendor messages about a purchase order.

1. Enter a Name that helps your team recognize the template, such as Order ready for pickup.

   

2. Open Template Type.

   

   The Variables button appears above the message area once you select a template type.

3. Choose the type. This example uses Sales Order Message. YoPrint fills in starter wording.

   

4. Write your text in Message. This example ends with Order:, ready for an order-number variable.

   

Keep SMS wording short and clear. Staying within standard 160-character carrier segments prevents message splitting. Replace sample placeholder addresses and hours with your shop details, or clear the starter text.

Add order details with variables

A variable is a placeholder that YoPrint replaces with an order detail, such as the order number, customer name or total. Variables go where your text cursor was last placed in Message. Empty variables resolve as blank text without causing errors.

1. Click Variables. In this example, the cursor is at the end of the message after Order:.

   

2. Choose Order Number. It inserts {{order_number}} into the message.

   

   If the variable inserts at the start of the message rather than your cursor position, cut and paste it to the desired spot.

Preview and save

1. Click Refresh above the preview after editing the message. The preview automatically prepends a sample recipient greeting (such as "Hi John Doe,") to show how customer messages render.

   

2. Click Save. Your template appears in the list with SMS in the Device column.

   

Cancel closes the editor without saving your changes.

Edit a saved SMS template

Return to Configuration > Settings > Message Templates.

1. Double-click the template row.

   

You can also click the three-dot More actions button and choose Edit. To delete an obsolete template, choose Remove from the same menu. Template Type cannot be changed after saving; create another template if you need a different type.

Before you send SMS

Sending SMS requires a connected Twilio account. See Connect Twilio to Enable Text Messaging for setup.

Twilio registration depends on the number you send from:

• 10-digit local numbers sending to US recipients require A2P 10DLC registration.
• Toll-free numbers sending to US or Canadian recipients require approved toll-free verification.

Registration is submitted through Twilio and carrier approval typically takes several business days.