SMS templates save your firm's standard texts — appointment reminders, documents ready notices, payment nudges — as reusable, plain-text messages with variables that fill in per recipient. They're offered in the Inbox New Message sheet and in bulk SMS.
Go to Settings, open Templates and choose SMS. The SMS templates page lists each template with its name, when it was last updated, and by whom. You can search by name or body text.
Only firm admins can create, edit or delete SMS templates. Non-admin team members can view and use them; if the library is empty they'll see No templates yet. Ask an organisation admin to create SMS templates.
Click Create template.
Enter a Template name, for example Appointment reminder. Names must be unique.
Type the Message body. Use the Insert variable button to drop in placeholders at the cursor:
Salutation and Preferred Name (both from the contact's salutation field)
Recipient's First Name, Recipient's Last Name, Recipient's Full Name
Client Name
Organisation Name (Your Firm)
Watch the counter under the body — it shows characters and SMS segments (each 160 characters is roughly one billed segment), so you can budget the cost of the template.
Click Create. You'll see SMS template created.
The body can be up to 5,000 characters, though for cost reasons most templates should fit one or two segments — see How much does sending an SMS cost?.
Open a template's actions menu (the three-dot button) to Edit or Delete it. When editing, a Detected placeholders list shows every variable currently used in the body, so you can confirm nothing is misspelled — placeholders must match exactly to be filled in at send time. Deleting asks for confirmation and shows Template deleted.
In the Inbox New Message sheet, picking a template pre-fills the message and substitutes any variables Nagaris already knows from the selected contact (name, salutation) and your organisation name. Remaining variables appear as input fields you can fill manually, and you can edit the final text freely before sending.
In bulk SMS, you don't fill variables at all — every placeholder is resolved per recipient automatically when the batch sends, and the preview shows the first recipient's values.
Templates are plain text — SMS has no formatting, links are sent as-is.
A placeholder with no value for a particular recipient is simply left blank in their message, so put placeholders where a missing value still reads naturally.
Keep an eye on length after substitution: Hi {{recipient_firstname}} grows with long names, which can tip a message into a second segment.
