Creating SMS Template

What is an SMS Template?

A template is a ready-to-use message format that contains business information. You can use templates to send promotional and transactional messages to your customers on multiple occasions.

Templates Simplify Customer Communication

For example, a bank would want to send an SMS alert to its customers when an amount is debited from their account. Now, when a customer withdraws money, an SMS notification is sent to them as an alert of this transaction. This type of transaction is common for most of the customers. Thus, it only makes sense that the bank creates a template with standard content and placeholders for parameters to replace them with the relevant information.

Sample SMS Template

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Sample SMS Template

Dear Customer, an amount of {#var#} is debited from Account No {#var#} at {#var#}. If you did not make this transaction, call us at {#var#}.

In the above template, you should replace the following parameters with relevant information:

  • Amount Withdrawn
  • Account Number
  • Time of Transaction
  • Bank's contact number

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Note:

According to TRAI guidelines, you must register the templates with the network operators on the DLT platform before using them. Refer to the FAQs on DLT registration to know more about the registration process.

Create an SMS Template

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Note:

Ensure that the template you want to create is registered with the network operator.

To create an SMS template, you should first send it for approval to Kaleyra.io. Our support team will verify and approve it in not more than 30 minutes. We will send you an email to notify you about the status of your template. In case your template is not approved, the same email will contain the reason for rejection.

To send an SMS template for approval, follow the below steps:

  1. Sign in to your Kaleyra.io account.
  2. Go to Channels and on the SMS page, click Manage.
  1. Go to Configurations tab. Click Templates and then click Add Template as show below.

The Add Template page appears.

  1. Add a Title to the SMS template.
  2. Select the Purpose of the template from the drop-down menu.

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You can select the following options:

  • OTP: Select this option to create an OTP SMS template.
  • Marketing: This option is to create a promotional SMS template.
  • Transactional: This option lets you create a transactional SMS template.
  • Transactional DND: Select this option to create a transactional DND SMS template.
  • M2M: Select this option to create a Machine to Machine messaging (M2M) SMS template.
  1. Select the SenderID from the drop-down list.
  2. Enter the Template ID. This is the template ID from DLT Platform. This field is mandatory for businesses in India.
  3. Enter the content of the template in the given space.
  4. To create a Media Template, click Attach File and browse to the location on your computer to upload a media file.
  5. To embed a shortened hyperlink as part of the SMS template, click Insert Link, type the URL you want to shorten, and click Save to save the shortened URL.
  1. Click Save to save the template and initiate an approval process.

Your template is now sent for approval. You can see the list of created templates and their status in the Templates tab on the Configurations page.


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