Salesforce – Creating a Message Template

Salesforce

TrueDialog Integration

Message templates store pre-written messages that you can use in the TrueDialog Messenger and Mass SMS tools. Templates can be used in single and mass SMS messages and include dynamic content. This article shows you how to create a new template, add dynamic content, and import your templates from the TrueDialog Portal.

Because the TrueDialog integration uses Salesforce Email Templates for message templates, you will create and edit your templates in the Classic Email Templates section.

If creating a template for messaging Campaign objects, use CampaignMember in the template name and when adding dynamic content. See the instructions below for more details.

New Template

1. Click the Settings Gear icon to open the settings menu.
2. Click Setup.

   

3. Enter classic email templates in the search box.
4. Click Classic Email Templates.

   

5. Click the Folder dropdown.
6. Select SMS.

   The SMS folder, created by the TrueDialog integration, already contained two example templates. However, you can create your own folder and add templates to it instead of using the SMS folder.

   

7. Click New Template.

   

8. Select the Text template type.
9. Click Next.

   

10. Check Available For Use.
11. Enter the template name in the Email Template Name textbox.

    The field for the template name must include the following three items in any order: SMS, object type (for example, Contact or Lead), and a descriptive name. For Campaigns, the object type must be CampaignMember. Putting the descriptive name first is recommended because the SMS messaging app will cut off the end of long template names when listing all available templates. The template name used in the guide is Example SMS Contact.

    

12. Click the Template Unique Name textbox to auto-populate it with the Email Template Name with spaces replaced by underscores.
13. (Optional) Enter a description of the template in the Description textbox.
14. Enter any text in the Subject textbox.

    The Subject field is required for the template form but will not be sent as part of the SMS message.

    

15. Enter your SMS message in the Email Body textbox.

    See the Dynamic Message Content section below for instructions on adding dynamic content, like user names, to your message.

16. Click Save.

    

17. Once saved, you can view the details of your template.

    

The Send Test and Verify Merge Fields button is for emails only and will not test your SMS template.

Dynamic Message Content

1. Create a new template by following the instructions above until you reach the point of entering the SMS message.
2. Scroll up or expand the window to see the Available Merge Fields section above the Step 2 section.

   

3. Click the Select Field Type dropdown.
4. Select the object type for this template.

   For example, Contacts select Contact Fields, and Leads select Lead Fields. But for Campaigns, you must choose Campaign Member Fields. For other object types, select their corresponding object fields.

   

5. Click the Select Field dropdown.
6. Select one of the fields from the Standard Fields section of the dropdown.

   

7. Once you select a field, the dynamic variable for the field will be displayed in the Copy Merge Field Value textbox.
8. Copy this variable to the place in your message you want the dynamic content.
9. Click Save.

   

10. Once saved, you can view the details of your template.

    

Import/Refresh Templates From TrueDialog

You can import any templates created in your TrueDialog Portal account using the Import/refresh TrueDialog templates button on the SMS User Authentication page.

If the imported template has dynamic content, it will not work as expected. To resolve this, you can edit the template and change the dynamic content to a Salesforce-compatible format. See the Dynamic Message Content section above for instructions on adding dynamic content to a template.

1. Click the App Launcher.
2. Enter TrueDialog in the search box.
3. Click the TrueDialog app.

   

4. Click the SMS User Authentication tab.
5. Click Import/refresh TrueDialog templates.

   

6. Wait for a message window stating Your TrueDialog templates are now accessible…
7. Click OK.

   

8. Click the Settings Gear icon to open the settings menu.
9. Click Setup.

   

10. Enter classic email templates in the search box.
11. Click Classic Email Templates.

    

12. Click the Folder dropdown.
13. Select My Personal Email Templates.

    

14. Your imported templates will be in this folder under the naming convention templateName_SMS_accountNumber.
15. If needed, you can edit your templates by clicking Edit.