VS CRM

Bulk Template

To access this feature, open your CRM Dashboard and click on Email & SMS. From the dropdown menu, select Bulk Template to open the Bulk SMS Template page.

BulkTemplate1

Bulk Template Instructions

  • Step 1

    Go to the Bulk Template section under the Email & SMS option.

  • Step 2

    To add a new template, click the New Template button and fill in the required details.

  • Step 3

    For SMS integration, click the SMS API Integration button and configure your API settings.

  • Step 4

    You can Edit any existing template by selecting it and updating the details.

  • Step 5

    You can also Delete templates that are no longer needed.

BulkTemplate

Quick Actions

SMS API Integration New Template Edit Delete

Pro Tip: Keep Templates Organized

Regularly update and organize your templates to ensure quick access and smooth Email/SMS campaigns.