SMS Template Categories and Auto-Rotate Capabilities

Template categories group your SMS templates, for example Initial and Follow-up, or Probate or Monday templates if you send to different lists or on different days. When you send from a campaign, you pick a category and Lead Sherpa rotates through the templates in it automatically. Rotating keeps your messages from looking repetitive, which helps keep them from being filtered as spam.

Resources

→ How to Create New Outgoing Templates

→ SMS Guide: Template - Best Practices

→ SMS Best Practices: Strategies for Higher Delivery Rates, More Leads, and Account Longevity

How many templates per category?

We recommend 15 to 20 templates in every category you use, and at least 10. A category can't be used in a campaign until it has 5 templates.

1. See your categories

1. In the menu on the left, click the pencil icon to open the Templates Manager.
2. Click the Categories tab. Each category shows how many valid, active templates it has.
3. To add a category, click New Category. To rename one, click the three vertical dots next to it and then Edit.

2. Move a template into a category

1. On the Templates tab, click the three vertical dots next to the template and then Edit.

1. Choose the category in Select or Create a Template Category. You can also type a new name to create a category.
2. Click Submit.

3. Send with a category

Open the campaign, go to the Send tab and choose a category under Select Category. Lead Sherpa cycles through the templates in that category as you send.

Questions? Email support@leadsherpa.com.