SMS Template

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This feature introduces an in-system SMS/Text Template management capability within Zenople, similar to the existing Email Template Builder. Authorized users can now create, edit, and delete SMS templates directly from the application

Functionality

Feature Addition

  • The feature is accessible in ATM > Template Builder > SMS Template.
  • Access to this section is restricted to authorized roles (for example, Admin or other designated roles as configured by the client).
  • Only users with appropriate permissions can:
    • View the list of SMS templates.
    • Add new SMS templates.
    • Edit existing SMS templates.
    • Update template status.

Behavior

Adding New SMS Templates

When an authorized user navigates to ATM> Template Builder > SMS Template, they can create a new SMS template with the following capabilities:

Click Add to open the template creation panel. On the left side, complete the required fields:

  • Template: A unique identifier for the SMS template.
  • Description: A brief, descriptive title that appears during template selection.
  • Application: Select the applicable module(s) from the dropdown (e.g., Applicant, New Hire, Employee, Assignment, Job Candidate, Contact, Customer, Direct Hire Job, Schedule Job).
  • Status: Set the template as Active or Inactive to manage its availability.
  • Tag Category: Select the appropriate tag type to add tags, which can be copied and pasted while drafting the SMS.

The right side of the screen includes a Message Body field, where the SMS template content can be drafted.

Note: Email Template Builder is now available under Template Builder as “Email Template”.