Help center

Configuring SMS templates

Edit message templates with placeholders like {{firstName}} and preview them live.

Placeholders

Use {{firstName}}, {{clinicName}}, {{providerName}}, {{reviewLink}}, and {{surveyLink}}. They are replaced per patient when the message sends.

Editing

Open Surveys, edit a template body, and watch the live preview update with sample data and SMS segment counts. Save to apply.