What the SMS Template is for?

It has built an SMS template for Orders Confirmation that CRM users can set to be sent to customers together with the Order Confirmation, Shipment Confirmation, Refund, Delivery Confirmation, etc. email.

In these templates have been also created a few variables that can be included and this will be replaced by the customer/orders details accordingly.

SMS Variables

The variables that can be incorporated as per the user needs are:

An example of a SMS Template

How to set it up?

1. Log into CRM

2. Go to the left side menu and click on the Campaign Management

3. Scroll down and select SMS Templates

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4. Click on Create New button

5. The SMS New Templates page will pop in which users should set:
   
   

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Once the above has been created, by clicking on the test button, the user can easily test by sending to herself/himself a text message by filling the below tab:

• On the Destination Number field, the user needs to add his/her phone number, including the international code at the beginning of the number.

• In the Order Number field, an order number can be added, but this is an optional detail.

How and when the Order Confirmation SMS can be triggered?

The Order Confirmation SMS has been created to be triggered for all customers that have placed orders, which will receive automatically the Order Confirmation email and the Order Confirmation SMS.

Example of an Order Confirmation SMS

Example of an SMS of an order in Shipping status

Example of a Shipment Confirmation SMS

Example of a Refund Confirmation SMS

Limitations

How SMS Templates, Campaigns, and Top Picks can be linked and why

In order to link the SMS Templates, Campaigns, and Top Picks, please follow the below instructions.

1. Create your SMS Template, using the variables, for instance: @OrderNumber/@ProductName and then the @TopPicksUrl
   For example:

Thanks for ordering @ProductName! We’ve just sent you an email to confirm your order. Please enjoy this Special Promotion just for you: @TopPicksUrl.

2. Go to the specific campaign for which customers purchasing that specific product should receive a promotion about a related product.
For example, customers purchasing a Wifi Booster should receive offers from the Infinity Kloud.

3. From the specific Campaign Setting page, scroll down to the Email Settings section and select the Top Picks, from the Top Picks for this campaign field, which you want to link to it and click on the save button on the right side of the page

4. From the CRM left side menu, click on the Campaign Management and then Top Picks

5. From the Top Picks section, select the template you have previously added to the campaign, and on the right side to the Edit button

6. On the Top Picks Template page, scroll down, and on the Call Action image url field paste the link of the offer that should be displayed on the SMS, instead of the variable @TopPicksUrl.

For example, if I have linked on the Wifi Booster Campaign the Top picks Template that has on the Call Action image url field the link of the checkout page for the Infinity Kloud, the customer that has purchased the Wifi Booster, is going to receive in the Order Confirmation SMS, the link of the Infinity Kloud Checkout page, which substitutes the variable @TopPicksUrl.

For example:

Thanks for ordering Wifi Booster! We’ve just sent you an email to confirm your order. Please enjoy this Special Promotion just for you: www.infinitykloud_fakeurl.com

Or an example of a SMS sent to customers providing the Tracking Number:

• The variables for the Tracking Number is: @TrackingNumber.

• Moreover, the customer will receive the Aftership link + Tracking Number to be able to track his/her order.

• The Aftership URL is: https://emanagecrm.aftership.com/trackingNumber

FAQs