SMS templates save time and make it easy to communicate with prospective families. Personalizing them with guardian and student details adds a meaningful touch with little effort. Use SMS templates with automations for more efficiency and consistent, thoughtful engagement.
💡 Texting is purchased separately to account for ongoing monthly fees required to register your business with mobile carriers. Texting can be purchased for an additional $20/month/1000 message segments. Reach out to your account manager to purchase texting access.
Create an SMS Template
From your Playground CRM, click the Marketing tab, and then click SMS.
Click the blue Add SMS button in the top right corner of the screen, then click From Scratch.
Add a name for your SMS Template and then click Add SMS.
Type the message. You can personalize the message with any properties you have set up in your CRM. Click the white Personalize button to add a property.
When you are done, click the blue Save button.
Edit and Delete SMS Templates
To edit an SMS template, click the pencil icon.
💡 If you are updating an SMS template that is used in an automation. The newly saved SMS text will be used for all future emails.
To delete an SMS template, click the three dots and then click Delete.
🚨 SMS templates used in automations cannot be deleted.
View SMS Send History
Click on an SMS template to view its send history. A table will appear, showing details such as the time the SMS was sent and who the SMS was sent to.