Manage SMS Templates

  • Published on May 22, 2025
  • 3 minute(s) read
  • TL
 Prev Next

With SMS templates, you can send various messages including OTP, transactional, or promotional to multiple users without errors or omissions. Templates simplify and speed up the communication between an enterprise and its users, especially in recurrent messages.

Use the following example to send an SMS template message with custom variables and personalize them with appropriate content for each recipient.

In the above example, you must replace the account no#, amount, date_time and phone number.

Note

Add the DLT approved templates only to Wisely as the content of these templates is validated and approved by DLT platform.

Add a Template

Authorized Users:

  • Super Admin/Admin

  • Developer

To register an SMS template,

  1. Login to the Wisely account with your valid credentials.

  2. Navigate to Channels —>SMS —> Templates from the left menu.
    The SMS templates listing page opens.

  3. Select Add Template at the top corner.

    The add template form opens.

  4. In the Template Name field, enter a unique name for the template.

  5. Select the Message Type from the dropdown menu.

    1. OTP

    2. Promotional

    3. Transactional

  6. Select a Template Category from the dropdown menu.

  7. In the Template ID field, enter an approved template ID.

  8. Select a Sender ID from the dropdown menu. This Sender IDs vary based on your message type.

  9. In the Message Content field, enter your business message that you would like to send.

  10. (Optional) Click on Add Variable if required.

  11. Click Submit for Approval.
    The template will be listed on the templates page with a status of “Pending Activation”. Once it is approved, the status will be moved to Active state.

Authorized Users:

  • Super Admin/Admin

  • Developer

To register an SMS template,

  1. Login to the Aggregator with valid credentials.

  2. Navigate to Channels —>SMS —> Templates from the left menu.
    The SMS templates listing page opens.

  3. Select Add Template at the top corner.
    The Add Template wizard opens.

  4. Select an Enterprise Name, for which you want to create a template, from the dropdown menu and click Next.

  1. In the Template Name field, enter a unique name for the template.

  2. Select the Message Type from the dropdown menu.

    1. OTP

    2. Promotional

    3. Transactional

  3. Select a Template Category from the dropdown menu.

  4. In the Template ID field, enter an approved template ID specific to the enterprise. This template ID is obtained from the DLT platform.

  5. Select a Sender ID from the dropdown menu. This Sender IDs vary based on your message type.

  6. In the Message Content field, enter your business message that you would like to send.

  7. (Optional) Click on Add Variable if required.

  8. Click Submit for Approval.
    The template will be listed on the templates page with a status of “Pending Activation”. Once it is approved, the status will be moved to Active state.

View a Template

Authorized Users:

  • Super Admin/Admin

  • Developer

To view the template,

  1. Login to the Wisely account with your valid credentials.

  2. Navigate to Channels —>SMS —> Templates from the left menu.
    The SMS templates listing page opens.

  3. Click the eye icon () next to the template you want to explore.
    The template details are open in the side menu.

Authorized Users:

  • Super Admin/Admin

  • Developer

To view the template,

  1. Login to the Aggregator with valid credentials.

  2. Navigate to Channels —>SMS —> Templates from the left menu.
    The SMS templates listing page opens.

  3. Click the eye icon () next to the template you want to explore.
    The template details are open in the side menu.

Delete a Template

You can remove the templates if they are no longer required. The delete feature is applicable to the templates which are in “Rejected” state only.

Authorized Users:

  • Super Admin/Admin

To delete a template,

  1. Login to the Wisely account with your valid credentials.

  2. Navigate to Channels —>SMS —> Templates from the left menu.
    The SMS templates listing page opens.

  3. Click the trash bin () next to the template you want to delete from the system.
    A pop-up says, “Are you sure you want to delete the template?”

  4. Click Yes to proceed further.

Authorized Users:

  • Super Admin/Admin

To delete a template,

  1. Login to the Aggregator with valid credentials.

  2. Navigate to Channels —>SMS —> Templates from the left menu.
    The SMS templates listing page opens.

  3. Click the trash bin () next to the template you want to delete from the system.
    A pop-up says, “Are you sure you want to delete the template?”

  4. Click Yes to proceed further.