Creating a New SMS Template in ParcVu Online

Last updated 10 days ago

To access this area of the system, the User will need the permissions Allow Access System Sub Menu and Can Maintain Templates

From anywhere in ParcVu Online, go to System Settings > Template Maintenance > Templates

To create a new SMS Text template for sending messages to one or multiple customers, follow these steps:

  1. Navigate to Actions

  2. Select New SMS

A screen will open displaying the setup page for creating a new SMS Text Template

  • Enter the Description field (this will be the title of the template)

  • Open the Category drop‑down menu and select the appropriate category

  • Open the Source drop‑down menu and choose the correct source

The Source determines where the system retrieves the merge fields from. Each template can only use one Source—it's not possible to combine multiple Sources within a single template

You can find out more about what merge fields are available for each source here: Available Merge Fields

Click inside the body of the SMS Text template to begin composing your message, and place your cursor where you want to enter text

Type your content, using the Variable option to insert any merge fields that need to auto‑populate

Once you have finished creating your template, select Save

Your template will now be stored in the database and will be available to use when sending communications through an individual customer account or via bulk communications

To send SMS Text Messages with ParcVu Online, you’ll need a Clickatell Account. Once you’ve signed up for Clickatell, contact ParcVu Support and we’ll let you know what information we need from you to enable SMS sending in ParcVu Online