SMS Templates

SMS Templates

SMS Templates define the messages members receive — a contribution receipt, an arrears reminder, a claim update. Each event has its own template with placeholders that fill in from the record, so a message is personal without anyone writing it.

Where to find it

Go to BurialPro > Settings > SMS Templates.

Field reference

FieldDescription
EventWhat triggers the message — a contribution receipted, arrears due, a claim logged or paid.
MessageThe text sent, with placeholders.
EnabledWhether this event sends at all.

Placeholders

Each event offers its own placeholders, listed on screen under Available placeholders per event — a claim template, for instance, can use {claim_no} and {amount}. Using a placeholder the event does not provide leaves it unfilled in the message that goes out.

Read the message as a member would, on a phone, out of context. "Your claim has been approved" arriving with no society name is alarming rather than reassuring — put who you are in every template.

Keep them short

A long message costs more and is more likely to be truncated. Say the one thing the member needs to know and how to reach you.

Related pages

Global Coverage

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