--- title: Creating and Using SMS Templates description: SMS templates are a powerful tool for businesses to streamline communication with clients and staff. This article will guide you through the process and highlight best practices for creating effective templates. --- [Skip to content](https://kb.opus1.io/creating-and-using-sms-templates-in-opus1.io#main-content) English Show submenu for translations ![Opus1-3-icon-color-1.png\]](https://kb.opus1.io/hs-fs/hubfs/Opus1-3-icon-color-1.png?height=50&name=Opus1-3-icon-color-1.png) Open main navigation Close main navigation - English Show submenu for translations - Go to opus1.io Go to opus1.io Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [opus1io Knowledge Base](https://kb.opus1.io/?hsLang=en) 2. [Communication](https://kb.opus1.io/communication?hsLang=en) 3. [SMS](https://kb.opus1.io/communication?hsLang=en#sms) # Creating and Using SMS Templates ## SMS templates are a powerful tool for businesses to streamline communication with clients and staff. This article will guide you through the process and highlight best practices for creating effective templates. In Opus1.io, you can create and use SMS templates for individual conversations, batch SMS, and campaigns. ### Creating a SMS Template 1\. From the side menu, click on the **Templates** tab. ![Screenshot 2025-01-08 at 11.16.54 AM](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202025-01-08%20at%2011.16.54%20AM.png?width=494&height=468&name=Screenshot%202025-01-08%20at%2011.16.54%20AM.png) 2\. Once on the templates page, click the **Create SMS Template** button. ![Screenshot 2025-01-08 at 10.44.08 AM](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202025-01-08%20at%2010.44.08%20AM.png?width=688&height=260&name=Screenshot%202025-01-08%20at%2010.44.08%20AM.png) 3\. Fillin Template Details: 1. - **Template Name:** Give your template a descriptive name. - **Template Tags:** Add tags to categorize and easily search for your templates. - **Message:** Write the message you want to send. ![Screenshot 2025-01-08 at 12.08.07 PM](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202025-01-08%20at%2012.08.07%20PM.png?width=688&height=229&name=Screenshot%202025-01-08%20at%2012.08.07%20PM.png) 4\. Once you've filled out the details, click **Save Template**. ### Using SMS Templates 1. **Individual Conversations:** - Go to the **Instant Messaging** interface. - Start a new conversation or navigate to an existing one. - Click the 'pick a template' icon ![Screenshot 2025-01-08 at 11.29.48 AM](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202025-01-08%20at%2011.29.48%20AM.png?width=688&height=441&name=Screenshot%202025-01-08%20at%2011.29.48%20AM.png) - From the dropdown menu, select the SMS template you wish to use ![Screenshot 2025-01-08 at 11.30.36 AM](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202025-01-08%20at%2011.30.36%20AM.png?width=421&height=397&name=Screenshot%202025-01-08%20at%2011.30.36%20AM.png) **2. Batch SMS:** - Navigate to the **Main Schedule** - Click the **Batch SMS** button ![Screenshot 2025-01-08 at 11.33.56 AM](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202025-01-08%20at%2011.33.56%20AM.png?width=688&height=247&name=Screenshot%202025-01-08%20at%2011.33.56%20AM.png)  - - Click on the template icon on the upper right corner ![Screenshot 2025-01-08 at 11.55.48 AM](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202025-01-08%20at%2011.55.48%20AM.png?width=688&height=517&name=Screenshot%202025-01-08%20at%2011.55.48%20AM.png) - - Select the template you want to use from the dropdown menu. ![Screenshot 2025-01-08 at 11.56.08 AM](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202025-01-08%20at%2011.56.08%20AM.png?width=688&height=515&name=Screenshot%202025-01-08%20at%2011.56.08%20AM.png) - Click **Insert** to add the template to your message. ![Screenshot 2025-01-08 at 12.00.10 PM](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202025-01-08%20at%2012.00.10%20PM.png?width=688&height=520&name=Screenshot%202025-01-08%20at%2012.00.10%20PM.png) - Once you're satisfied with the message, click **Send**. ![Screenshot 2025-01-08 at 12.01.42 PM](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202025-01-08%20at%2012.01.42%20PM.png?width=688&height=522&name=Screenshot%202025-01-08%20at%2012.01.42%20PM.png) **3. Campaigns** From the templates page, you can click "create campaign" - Navigate to the Template page - Scroll to find your template or use the search bar at the top ![Screenshot 2025-01-08 at 12.04.16 PM](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202025-01-08%20at%2012.04.16%20PM.png?width=688&height=181&name=Screenshot%202025-01-08%20at%2012.04.16%20PM.png) - Click "Create Campaign" - From there, fill out the pertinent information like the date/time you wish to send the campaign and click "Create Campaign" ![Screenshot 2025-01-08 at 12.05.42 PM](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202025-01-08%20at%2012.05.42%20PM.png?width=529&height=552&name=Screenshot%202025-01-08%20at%2012.05.42%20PM.png) #### **Best Practices for Creating SMS Templates** - **Keep It Short and Clear:** Ensure your message is concise and to the point. - **Personalize When Possible:** Use placeholders for names or other personal details. - **Test Before Sending:** Always preview and test your template to ensure it looks and reads correctly. **Avoid Spammy Language:** Use professional and respectful language to avoid being flagged as spam.   For more information on SMS best practices, you can refer to our article here: [SMS Best Practices](https://kb.opus1.io/batch-sms-best-practices?hsLang=en) - 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