Set Up SMS Message Templates

You can send SMS messages directly through YoPrint using templates. This feature allows you to send pre-written messages to customers or vendors directly from your Sales Orders, Quotes, or Purchase Orders with consistency.

Before you begin, make sure your Twilio account is connected to YoPrint. Learn how to integrate Twilio here.

Create an SMS template

1. In YoPrint, go to Configuration > Settings > Message Templates.

2. Click + Message Template, then select SMS Template.

3. Fill out the following:

• A Name for your template.
• The Template Type (default message content will be generated)
  • Purchase Order Message (for vendors)
  • Sales Order Message (for customers)
  • Quote Message (for customers)

4. Use Variables to automatically include details such as order number, customer name, or totals.

5. Click Refresh to preview your message.

6. When done, click Save.

Use an SMS template

Once you’ve created your SMS template, you can start sending messages directly from your orders.

1. Open the Sales Order, Quote, or Purchase Order.

2. Click the ✉️ mail icon.

3. Choose Send Using SMS to filter the templates.

4. Select the SMS template to use from the dropdown. The message body will populate automatically.

5. Review the message and click Send.

If you’re sending SMS to vendors, follow the same steps from the Purchase Order screen.

Important Note: Registration and Verification

If you’re sending SMS messages to customers in the US or Canada, you must complete the required registration and verification steps with Twilio to ensure your messages and links are delivered properly.

• For US numbers:
  • Register for A2P 10DLC messaging
  • Complete Toll-Free Message Verification
• For Canadian numbers:
  • Complete Toll-Free Message Verification

For more details, see these Twilio support resources:

• What is A2P 10DLC?
• Register for A2P 10DLC Messaging
• Toll-Free Message Verification (US/Canada)