How to edit SMS templates
Create and edit SMS templates with dynamic lead data, booking times, and assigned person info. Use CTRL+K to find placeholders, keep messages short, and test before activating in automations.
TL;DR
Campaign Settings → SMS → New/edit template. Write the message text, insert placeholders with CTRL+K. Keep under 160 chars (GSM-7) to avoid multi-segment billing. Test by triggering via a test lead and checking SMS logs. Optional: enable quick-send button on lead profile or calendar events.
Get started in 4 steps
Go to Campaign Settings → SMS → New template (or click an existing one to edit). Give it a clear name.
Write the message body. Use CTRL+K / CMD+K to search and insert placeholders — lead fields, event times, assigned person, custom fields. Example: Hi %lead_firstname%, your booking is confirmed for %event_datetime%.
Keep messages short: Standard SMS uses GSM-7 encoding (160 chars). Special characters reduce this limit. Long messages are automatically split into segments and billed per segment.
Test the template by triggering it via a test automation or sending manually from a lead's profile. Check Account → SMS logs to confirm delivery.
Read more⌄
Available placeholders
SMS templates support all standard Hubhus placeholders:
- Lead fields:
%lead_firstname%,%lead_email%, etc. - Event/booking:
%event_datetime%,%event_address% - Assigned person:
%assigned_person_name%,%assigned_person_phone% - Custom fields:
{{your_custom_field}} - Date/time: use date format placeholders or
hh-date.format
Quick-send buttons
Each SMS template can be made available as a quick-send button for users — accessible directly from the lead profile or from calendar event details. This is useful for standard communications like booking confirmations or address requests.
Enable this in the template settings. Note: this only affects where the button appears, not whether the SMS is allowed to send.
Common searches
SMS template edit • SMS placeholder • SMS character limit • SMS quick send button • booking confirmation SMS
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