Message templates
0 of 24 approved. A template can be sent from the call panel or a lead’s page only once it’s approved. The appointment confirmation and reminder go out automatically once theirs are.
Check every fact before approving.
These started as drafts written by the system. The document list, payment wording and program names in particular need checking against what the school actually requires and offers. Texts must keep the “Reply STOP” line.
Details you can put in a template
- {firstName}
- The lead's first name
- {schoolName}
- The school's name
- {schoolPhone}
- The school's phone number
- {schoolAddress}
- The school's address
- {appointmentTime}
- The appointment's date and time
- {programName}
- The program they're interested in
- {agentName}
- Who is sending it
If a lead’s record is missing a detail, the agent is asked to fill it in before sending. An automatic message with a missing detail isn’t sent.
Consultation confirmation
Sent when a consultation or campus visit is booked.
130 characters before details are filled in · about 1 text (GSM-7)
151 characters before details are filled in · about 1 text (GSM-7)
Appointment reminder
Sent automatically about a day before an appointment.
124 characters before details are filled in · about 1 text (GSM-7)
143 characters before details are filled in · about 1 text (GSM-7)
Program information
Follows up a call where they asked about a program.
173 characters before details are filled in · about 2 texts (GSM-7)
192 characters before details are filled in · about 2 texts (GSM-7)
Tried to reach you
After a call they didn't pick up.
145 characters before details are filled in · about 1 text (GSM-7)
158 characters before details are filled in · about 3 texts (UCS-2)
Document checklist
What to bring to enroll.
188 characters before details are filled in · about 2 texts (GSM-7)
210 characters before details are filled in · about 2 texts (GSM-7)
Payment follow-up
Following up on payment arrangements.
146 characters before details are filled in · about 1 text (GSM-7)
171 characters before details are filled in · about 2 texts (GSM-7)