Written walkthrough after the video

How to get to this page

Step 0

Log in to PastorsLine.

Step 1

Click on the More Menus (three horizontal dots, gold box + 1 in image below).

Step 2

More menu choices will open up (turquoise arrow and 2 in image above). Click on Templates.

As shown in the image to the left...

You are now inside the Templates category (gold arrow in image to the left).

Step 3: Click on the arrow to open the Message Templates dropdown menu (brown arrow in image to the left).

Step 4: Click on SMS Templates (turquoise box in image to the left).

The following page will open:


How to work with this page

I. ADDING NEW SMS TEMPLATES

As shown in the image above, there is a purple Add New SMS Template button at the top, right-hand corner of this page. Click on it and the following box will pop up:

Turquoise numbers in image above:

1: Type the name of your template here.

2: Type your text in this space.

More turquoise numbers in image to the left:

3: Add media and merge fields.to your message.

Click on the option you need and follow the instructions. You can click on as many options as you need, doing them one by one. Need more information? Check out this section in our Messages article (since they are the same icons with the same purposes).

4: See the length of the text.

5: Learn a close estimate of the cost to send one of these texts to one person.

6: Toggle this button on to make this SMS template available to everyone in your organization.

7: Add you SMS Template to your templates list.


II. EDITING EXISTING SMS TEMPLATES

The image above is a sample line from the SMS Templates page. If you hover over this line, a purple Edit will appear (turquoise arrow in image above). You can click on this Edit. You can also click on the line itself. There are different outcomes.

CLICKING ON THE LINE ITSELF

An information box will open up (image to the left). You can see the content of the SMS. In other words, the actual text you would send.

If you hover over the template title or template content, Edit links will display.

See arrows in images to the left. These will allow you to edit your template.

There are other details also:

Characters (gold arrow) - The length of this text.

Credit Estimate (orange arrow): A close estimate of the cost to send one of these texts to one person.

There are also two action possibilities:

Use This Template (turquoise arrow): see more info below.

Delete This Template (brown arrow): remove this template from your list.

Use This Template

If you choose this action, the following box will pop up:

Completing this process will generate a new SMS using this template.


EDITING YOUR SMS TEMPLATE (aka CLICKING ON THE EDIT)

If you clicked on the Edit (turquoise arrow in image above)

-OR-

Clicked on the Edit at the end of the line (see image above)...

The Edit Template box will open up (image to the left).

Turquoise box: Type in this space to change the text itself.

Brown box: Add media and merge fields.to your message. These are the same icons as in Messages. If you need a reminder, click here.

Gold box: The length of this text.

Orange box: A close estimate of the cost to send one of these texts to one person.

Dark blue arrow: Toggle on this button to make this SMS template public, i.e., available to everyone in your organization.

PAY ATTENTION: When a template is public, any user in your organization can work with/edit this template regardless of their role and permissions.

When you are finished editing, click Save to update your SMS template.

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