The Approach templates section is divided into four tabs: Project e-mail templates, All e-mail templates, Project SMS templates, and All SMS templates.
Project SMS templates are used to send SMSes to respondents, such as invitations or reminders. This document explains how to create and edit these templates.
All SMS templates
The SMS templates tab contains all available SMS templates. However, only templates that match the selected project name can be used directly when contacting respondents.
Each template includes a Copy icon, which allows a template to be duplicated. When a template is copied, it becomes available within the project and appears under Project SMS templates.
By default, the copied template keeps its original name with a unique identifier (GUID) appended to ensure uniqueness. This name can be modified later.
Project SMS templates
The Project SMS templates tab displays the templates that can be used to contact respondents. However, they must be approved before they can be used.
Each template in the list can be edited, approved, or deleted.
The edit screen can be accessed via the edit icon. From there, a test email can be sent using the Test SMS via email button, and the template can be modified using a rich text editor.
Please note that a single SMS can contain a maximum of 160 characters. If the message exceeds this limit, it will be split into multiple messages, which may result in higher sending costs.
A small pop-up window appears after pressing the Test SMS per e-mail button. Values can be entered, and after clicking Send, the SMS is sent as e-mail to the specified address.
After reviewing the template and confirming it works as expected (including the ‘test SMS’), it can be approved. Once the approval checkbox is selected in the list, the template becomes available for use when contacting respondents.
Templates can also be added here directly using the Add SMS template button. These templates must also be approved before they can be used to contact respondents.