
You can now save time on repetitive SMS messages by creating and sending SMS templates directly from within Close.
With SMS Templates you can:
- Create private or shared SMS templates for yourself or your team
- Personalize messages with template tags and/or conditional logic, similar to email
- Select a template when drafting an SMS from the lead page
- Filter for SMS messages sent with a specific template in lead search
- Send SMS templates via the Close API and Zapier
- Examine SMS template usage via reporting (Explorer reports only)
