Manage SMS Templates

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.

Register Templates

Wisely allows you to register SMS templates in two ways:

• Add Manually: This method allows you to add a single template at a time. This is useful when you want to add a single entry to the existing templates.

• Add from File: This method allows you to add multiple template details in a single file in a .csv format.

Add Templates Manually

Authorized Users:

• Super Admin/Admin
• Developer

EnterpriseAggregator

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.

4. Select Add Manually from the dropdown menu.
   The Add Template form opens.

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

6. Select the Message Type from the dropdown menu.

   • OTP
   • Promotional
   • Transactional

7. Select a Template Category from the dropdown menu.

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

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

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

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

12. 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.

    

To register an SMS template,

1. Login to the Aggregator platform 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.

4. Select Add Manually from the dropdown menu.
   The Add Template form opens.

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

   

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

7. Select the Message Type from the dropdown menu.

   • OTP
   • Promotional
   • Transactional

8. Select a Template Category from the dropdown menu.

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

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

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

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

13. 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.

    

Add Templates from File

Authorized Users:

• Super Admin/Admin
• Developer

EnterpriseAggregator

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.

4. Select Add from File from the dropdown menu.
   The Add Template form opens.

5. Select Get Started.

6. Drag and drop or upload a .csv file that contains template(s) details from your local drive. Maximum file size is 5 MB and allowed format is .csv

7. Click the Next: Map Columns.

8. Map the column headers of your imported CSV file to the default template fields as shown below.

   Default Template Field	Mapping Column (CSV)	Field Description
   Template ID	Template_Id	A unique identifier of a template registered on the DLT platform. It is a mandatory field. Maximum 19 characters allowed.
   Sender ID	Header	Sender ID mapped with PEID for Enterprise. It is a mandatory mapping field. A maximum of 6 characters are allowed without spaces or special characters.
   Template Message	Template_message	A text message with or without Unicode. It is a mandatory mapping field. Maximum 160 characters allowed.
   Template Type	Template_type	An optional mapping field. Allowed template types are: • OTP • Promotional • Transactional • Service Implicit • Service Explicit
   Template Name	Template_name	A unique name for your template. It is an optional mapping field. Maximum 15 characters allowed.

9. Click the Next: Validate Records.
   Your data is validated and shows errors if any.

10. (Optional) Select Ignore errors if the errors are not fatal.

11. Click the Start Import.
    All records will be uploaded and appear on the listing page.

    

To register an SMS template,

1. Login to the Aggregator platform 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.

4. Select Add from File from the dropdown menu.
   The Add Template wizard opens.

5. Select an Enterprise Name, for which you want to create a template, from the dropdown menu and click Next.
   The Add Template form opens.

   

6. Select Get Started.

7. Drag and drop or upload a .csv file that contains template(s) details from your local drive. Maximum file size is 5 MB and allowed format is .csv

8. Click the Next: Map Columns.

9. Map the column headers of your imported CSV file to the default template fields as shown below.

   Default Template Field	Mapping Column (CSV)	Field Description
   Template ID	Template_Id	A unique identifier of a template registered on the DLT platform. It is a mandatory field. Maximum 19 characters allowed.
   Sender ID	Header	Sender ID mapped with PEID for Enterprise. It is a mandatory mapping field. A maximum of 6 characters are allowed without spaces or special characters.
   Template Message	Template_message	A text message with or without Unicode. It is a mandatory mapping field. Maximum 160 characters allowed.
   Template Type	Template_type	An optional mapping field. Allowed template types are: • OTP • Promotional • Transactional • Service Implicit • Service Explicit
   Template Name	Template_name	A unique name for your template. It is an optional mapping field. Maximum 15 characters allowed.

10. Click the Next: Validate Records.
    Your data is validated and shows errors if any.

11. (Optional) Select Ignore errors if the errors are not fatal.

12. Click the Start Import.
    All records will be uploaded and appear on the listing page.

    

View Template

Authorized Users:

• Super Admin/Admin
• Developer

EnterpriseAggregator

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.

   

To view the template,

1. Login to the Aggregator platform 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 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

EnterpriseAggregator

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 icon () 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.

   

To delete a template,

1. Login to the Aggregator platform with valid credentials.

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

3. Click the Trash bin icon () 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.