Doc Summary
This article “Setting Up SMS and Email Templates in HighLevel” provides a detailed, technical overview of configuring and managing communication templates within the HighLevel platform. It outlines the procedural steps required to establish SMS and email templates, including the technical aspects of template creation, customization, and implementation. The guide is intended for users who need to integrate these templates into their workflow to enhance automation and ensure consistent messaging across various channels. Key topics include template formatting, variable insertion, and deployment strategies to optimize communication efficiency and system performance within HighLevel.
TABLE OF CONTENTS
- Step 1. Delete and Re-create the contact
- Step 2. Remove the old default Twilio number
- Step 3. Assign the new default Twilio number to the user, assign the user to the contact and log in as the user to send an SMS
- Frequently Asked Questions
- Related Articles
https://www.loom.com/embed/2f341ff50ee7460eb66465f7380ab989
Step 1. Delete and Re-create the contact #
The new contacts will be using the new default Twilio number.
Step 2. Remove the old default Twilio number #
We could remove the old Twilio phone number. That way all SMS will be sent from the new Twilio number bought.
Step 3. Assign the new default Twilio number to the user, assign the user to the contact and log in as the user to send an SMS #
If you want to keep the old Twilio phone number, another suggestion would be to assign the new Twilio phone number to the user and log in as the user to send those SMS. You could also assign the user in the Workflow action. That way all automated SMS will be sent from the new Twilio number bought.
Frequently Asked Questions #
Currently no frequently asked questions. Submit feedback on this article to help is add questions to this section!
