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Creating SMS Templates & Linking to Products
Creating SMS Templates & Linking to Products

SMS Templates

Karen avatar
Written by Karen
Updated over a week ago

***This feature requires the user to have Admin permissions/rights***

You may access the Admin panel by clicking the "Dashboard Quick Menu" icon

to reveal the "Settings" option as shown below:

LoanCirrus allows you to create to customize SMS content.

This feature is accessible by clicking “Communications” and then “SMS”

from the top navigational pane on the Admin Dashboard or by clicking the dashboard icon below:

Add your notifications, triggers & conditions,

Link products by selecting from the available product types.

Next, create the SMS template by clicking the # key to add placeholders

Select the placeholders for the template from the list

Click

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