The Converse Template is a library of all the SMS templates created for different purposes. It helps you to easily manage and organize all templates that are necessary to conduct messaging campaigns.

You can create new templates, edit existing templates, change a template owner, and attach a template to an object. Also, it is easy to add merge fields to the templates in order to personalize each of the outgoing messages.

1. Log in to the SMS-Magic Converse application.
2. Click the Converse Templates tab. The Converse Templates page appears.



3. Click New. The New Template pop-up window appears.



4. Enter the relevant details as follows:

FIELD	DESCRIPTION
Template Name	Type an identifier for a Template.
Primary Object	In the drop-down list, select the primary Object that you want to associate with the template.Create the object in Message Object Configuration (MOC) prior to associating it with the template.Contact your System Admin for creating objects.
Description	Type a small summary to describe the template.
Selec t Content Type	In the drop-down list, select the content type you want to tag to the template. If you are using the old compliance feature you need not select values in this field.
Template Text	Type the default template text. Select the fields that you want to use as merge fields within the template text.

5. Click Create. The new template is created.

1. Log in to the SMS-Magic Converse application.
2. Click the Converse Templates tab. The Converse Templates page appears.
3. Select the checkbox next to the template you want to edit. The template is selected.

4. Click on ‘Edit’ the following page will appear:

5. Edit the details as required. The following table provides details on individual fields

6. Click Save once the template is modified

7. Users will be notified with a message if a template is already in Use and the following message will appear:

8. Click on ‘Cancel’ if you don’t wish to edit the template

9. Click on ‘Proceed’ if you wish to edit the template

1. Log in to the SMS-Magic Converse application.
2. Click the Converse Templates tab. The Converse Templates page appears.
3. Select the check box next to the template which you want to assign to a new owner. The template is selected.
Select multiple check boxes and click Change Owner on the top right-hand corner if you want to change owners of multiple templates.
4. Click and then select Change Owner. The Change Owner pop-up window appears.



5. Type the first three letters to search for the user you want to move the template to. The search results appear as a drop-down list.
6. Select a User.
7. Clear the Send notification email check box if you do not want to send an email notifying the user of being assigned as the template owner.
8. Click Submit.

Here, you can search for any template by typing the template name in the ‘Search’ window.

1. Log in to the SMS-Magic Converse application.
2. Click the Converse Templates tab. The Converse Templates page appears.
3. Select the check box next to the template you want to edit. The template is selected.
4. Click and then select Delete from the drop-down menu that appears. The Delete Template Confirmation page appears

5. Click Delete the selected template will be deleted.

6. Users will be notified while deleting a template that Is already in use

7. Click on ‘Delete’ the following message will appear:

• Click on ‘Filter’ the following page will appear:

Here, you can filter the Template by choosing the template type and clicking on ‘Apply’.