Templates Overview

SMS Template

A template is a ready-to-use message format that contains business information. You can use SMS templates to simplify and speed up the sending of your communication be it OTP, Transactional, or Marketing messages.

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Note:

For customers in the Indian region, the available SMS Types for which you can create a template are OTP, Transactional (TXN), Transactional DND (TXND), and Marketing (MKT). For Europe, America, and Singapore regions, only OTP and Default (to be used for Marketing and Transactional) message types are available.

For example, a bank wants to send an SMS notification to a customer when the amount is deducted from the customer's account. Now, when a customer withdraws funds, an SMS notification is sent to the customer as an alert of this transaction. This type of transaction is common to most customers. Therefore, it makes sense for banks to create templates with standard content and parameter placeholders and replace them with relevant information.

Sample SMS Template

Templates are typically used to simplify and speed up the sending of recurrent communications with specific personalization, like OTP messages where a common text is personalized with the OTP Code, or purchase confirmation where a default text is personalized with, for example, the order ID or other specific information.

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Note:

If you are an Indian customer, note that as per the TRAI guidelines, you must register the templates with the network operators on the DLT platform before using them. For more information on the registration process, see the FAQs on the DLT registration page.

In case your template contains a variable part to be used for personalization, whatever you send the SMS via API or SMS Campaign, for each recipient you must pass the actual value to be used instead of the variables to personalize the message text.

You can see the following example of an SMS template having some variables that can be used to personalize each single SMS while maintaining the rest of the content.

Dear Customer, an amount of @amount_value is debited from Account No. @account_number at @date_time. If you did not make this transaction, call us at @phone_number.

In the above example, every string denoted by the @ defines a dynamic variable.

In the Sample SMS Template, you need to replace the following parameters with relevant information:

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

If you use the SMS Campaign tool, then as soon as you recall a template (or manually enter a message text) having variables, the system shows an additional option called “Set Default Value” to add a default value for each variable present in the message text. This default value will be picked up if, for a given recipient, no value is found in the uploaded file to replace the variable.

The Templates Overview chapter contains the following topics: