SMS Templates

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SMS Notifications

All upcoming document deadlines, un-returned annual reviews and outstanding amounts owed to ASIC reminders can be sent via SMS to your clients. 

Included in the SMS is a link to the document or invoice in question, allowing your client to easily view this document.

Best of all, your client is able to reply to this via SMS, their response will come directly back into CAS 360. This gives you the ability to have a real-time conversation with your clients about the document or invoice in question. See SMS Messaging for more information.

The SMS Templates screen allows you to customise SMS notifications sent through CAS 360.

SMS Template Filters

Select from a list of customisable templates to edit.

Simply click on a template to start editing.

Once a template is selected, make the desired changes in the text field

	To reset the template to the original version
	To save the new template
	To make the current template the default template to be sent from CAS 360. Users are able to quick select a different template before CAS 360 sends the email.
	To update the template changes
	Close the email template screen

SMS Template Codes

CAS 360 can include codes in the SMS templates. These codes can be used when users wish to select a variable rather than a fixed item. For example, rather than creating an email with "2016" as the annual review year, "${AnnualReviewYear}" could be entered. CAS 360 will automatically insert the annual review year from the company details. See SMS Template - CAS 360 Dictionary for a list of these codes.