DebtRecoup

Text Templates ​

Text Templates Interface
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Overview ​

Text templates define reusable message content for SMS and MMS communications. They are managed from the Messages tab on Administration > Communications > Templates.

Key Benefits ​

  • Consistent Messaging: Standardize SMS and MMS communications across your organization with pre-approved templates
  • Compliance Control: Maintain regulatory compliance by managing approved message content in one location
  • Efficiency: Reduce time spent composing individual messages by using ready-made templates
  • Quick Updates: Modify template content once and have changes apply to all future communications
  • MMS Support: Attach an image when the template type is MMS

Accessing Text Templates ​

  1. Open Administration
  2. In the Communications section, select Templates
  3. Select the Messages tab

Understanding Your Data ​

ColumnDescription
TypeThe message template type, either SMS or MMS
NameA descriptive identifier for the template used when selecting it in workflows
MessageThe actual text content that will be sent to recipients

Using This Feature ​

Creating a New Template ​

  1. Click the Add button in the toolbar to open the template creation dialog
  2. Choose SMS or MMS in the Type field
  3. Enter a descriptive Name for your template
  4. For MMS templates, use Pick an Image to attach the image
  5. Compose your Message content in the editor
  6. Insert template variables by typing { or by selecting from the variable list and clicking the plus button
  7. Click Save to add the template to your library

Inserting Template Variables ​

The template editor supports variable insertion for personalization:

  1. Type { in the message editor to trigger the variable autocomplete
  2. Or browse the categorized variable list on the right side of the dialog
  3. Click a variable to insert it at your cursor position

Previewing Templates ​

Before saving, you can preview how your template will look with real account data:

  1. Click the Preview button in the dialog footer
  2. Select an account to use for the preview
  3. Review the SMS or MMS preview with actual account data substituted

Editing Templates ​

  1. Locate the template you want to modify in the list
  2. Click the pencil icon in the Actions column
  3. Update the template name or message content as needed
  4. Click Save to apply your changes

Deleting Templates ​

  1. Find the template you want to remove
  2. Click the trash icon in the Actions column
  3. Confirm the deletion when prompted

WARNING

Deleting a template may affect workflows that reference it. Review your automation rules before removing templates.

Template Best Practices ​

  • Keep messages concise: SMS and MMS messages should be brief and clear
  • Use clear naming conventions: Name templates descriptively (e.g., "Payment Reminder - First Notice") for easy identification
  • Include required disclosures: Ensure templates contain any legally required identification or opt-out information
  • Test before deploying: Send test messages to verify formatting and content before using templates in production workflows
  • Review regularly: Periodically audit your template library to remove outdated content and update messaging

DebtRecoup is a product of Global SaaS Group.

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