How to edit SMS templates
SMS templates allow you to standardize short messages used in automations, notifications, and booking flows.
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SMS templates allow you to standardize short messages used in automations, notifications, and booking flows. This article explains how to edit SMS content, insert placeholders, and test templates before enabling them in live workflows.
1. Accessing SMS templates
Table of Contents
You can edit SMS templates in any campaign that uses SMS messaging.
To access templates:
Open the campaign
Go to Campaign settings
Select SMS
Choose an existing template or create a new one
SMS templates can also be accessed when editing automations or action listeners, but the recommended approach is through the dedicated template editor.
2. Using placeholders in SMS messages
SMS templates support all standard Hubhus placeholders, including:
Lead fields
Select-field slugs and values
Assigned person and brand placeholders
Event placeholders (if triggered from an event)
Custom fields
Date and time placeholders
To find available placeholders:
Press CTRL+K (Windows)
Press CMD+K (Mac)
This opens the placeholder search modal, allowing you to search for any field or component by name.
Example:
3. SMS character limits
SMS content is limited compared to email:
Standard SMS uses GSM-7 encoding
Special characters may reduce the number of available characters
Long messages are split into segments by the carrier
Best practice:
Keep SMS short and direct
Avoid unnecessary special symbols
Use placeholders only for essential information
If a message is too long, it may be billed as multiple segments.
4. Testing SMS templates
To ensure your SMS works as expected:
Create or edit the SMS template
Use the placeholder search modal to insert correct values
Preview the template using a real lead example
Trigger the SMS through an automation or manual action in a test lead
Verify the result in SMS logs
Always test templates when adding:
New placeholders
Conditional logic
Custom field references
This ensures that the SMS renders correctly and avoids failed sends.
Quick-send buttons (optional shortcut placement)
Each SMS template can be made available as a quick-send button, so users can send the SMS directly from key areas of Hubhus without opening automation or the template list.
You can choose between:
On profile page – adds a quick-send button on the lead’s profile
In calendar events – adds the button inside event details for fast communication
If you expect a template to appear as a button but don’t see it, check this setting. It only affects where the SMS can be sent from — not whether the SMS itself is allowed to send.
Summary
To edit SMS templates:
Access the SMS template editor in campaign settings
Insert dynamic placeholders using the search modal
Keep messages within practical character limits
Test templates using real lead data and review SMS logs
This ensures reliable and consistent SMS communication across your workflows.
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