SMS Templates
SMS Templates are text messages that can be customised to communicate information to your Attendees, Sponsors, and Staff. These templates can be edited and scheduled to be sent out via Campaigns within Jomablue.
Users can create SMS Templates for various purposes, including e-Tickets, Sessions, Touchpoints, and General SMS Templates. These messages are delivered promptly and typically include a call to action.
Create SMS Templates
Selecting the type of SMS Template
Templates are created and applied to the current event. To create a new SMS Template, log in to Jomablue, navigate to Event Configuration > Templates, and click on the New SMS button located at the top-right of the page.
The types of SMS Templates in Jomablue include:
- Event General: Used to send general SMS messages to your Attendees for marketing, informational, or other purposes
- Session Check-in *: Used to generate the SMS message that an Attendee receives upon checking in to a Session
- e-Ticket *: Used to send SMS messages containing the link to Attendees' e-Ticket
- Touchpoint *: Used to generate the SMS messages sent to an Attendee upon tapping their Smart Badge on a Touchpoint
- Survey *: Used to send SMS messages containing a link to the post-event Survey received by Attendees after the Event
* Typically only used for in-person events
Creating a new SMS Template
Templates are created and applied to the current event. To create a new SMS Template, log in to Jomablue:
- Navigate to Event Configuration > Templates
- Select the SMS tab
- Click on the New SMS button located at the top-right of the page
- Select the type of SMS Template you want to create. Choose from:
- Session Check-in: Used to generate the SMS message that an Attendee receives upon checking in to a Session
- e-Ticket: Used to send SMS messages containing the link to Attendees' e-Tickets
- Touchpoint: Used to generate the SMS messages sent to an Attendee upon tapping their Smart Badge on a Touchpoint
- Survey: Used to send SMS messages containing a link to the post-event Survey received by Attendees after the Event
- Event General: Used to send general SMS messages to your Attendees for marketing, informational, or other purposes such as Arrival Notification, which is sent automatically to Attendees approximately 7-10 seconds after badge printing.
- Fill in the required fields:
- Name - Enter a meaningful Name for your Template in the Name field, following the Tips and Tricks section below
- Body Text - You can enter your own text, keeping an eye on the character count. Try to limit the message to 1 SMS per recipient. Or you canchoose to insert AI-powered message with a click. See section below on how to do this.
- Use Merge Tags. See Merge Tag availability below for more information.
- Check the Preview on the right side
- Press Save
AI-suggested SMS Template content
When creating a new SMS Template, AI-generated content suggestions are available to assist with writing the message body.
Based on the selected Template Type and the event details, up to three suggested SMS message options are displayed. You can select one of the suggestions to populate the Body field, edit the suggested content as needed, or write your own message manually.
Suggested content supports the use of merge tags and follows the character limit guidance for SMS messages
Notes:
- e-Ticket Template: The e-Ticket URL will be included in the message and will count towards the character limit - allow for 20 characters for the e-Ticket URL
- Survey Template: The Survey URL will also be included in the message, and should leave room for 20 characters for the Survey URL
Tips and Tricks:
When naming your Template, include descriptive details for quick recognition. For example:
- Registration Reminder - 7 days prior
- Know Before You Go - Delegates
- e-Ticket - Staff
- e-Ticket - Delegates
- Survey post-event
- Survey reminder - 2 days after
Merge Tag availability
For each Template type, a number of variables can be inserted into the Body of the SMS Template. These available variables will be shown below the character counter and will be replaced with the appropriate text for each SMS sent. For example:
- In an Event General SMS, *PERSON_FIRST_NAME*, *PERSON_LAST_NAME*, and *PERSON_COMPANY* will be replaced with the Person’s first name, last name, and company upon event check-in. Any Custom Fields configured for your event will also be available as merge tags (e.g., CUSTOM:Industry).
- In a Session check-in SMS, *SESSION_NAME* will be replaced with the name of the Session, and *PERSON_FIRST_NAME* will show the first name of the Person checking in.
- In a Touchpoint SMS, *PERSON_FIRST_NAME* will be replaced with the Person’s first name upon tapping their Smart Badge on a Touchpoint
Adding these variables will insert personalised content into the text messages you send and can improve user engagement.
Archive SMS Templates
After an event or when you need to remove a Template that's no longer needed, you can archive it. To do this, simply press the Archive button located on the right side of the record. If you want to view and restore archived Templates, toggle the Show Archived button.
Additional notes
- Custom SMS Sender IDs for communications must be configured prior to the event. For additional information, see the article: SMS and Email Sender IDs.
- The Type of Template will be displayed in the list of available Templates.
- It is recommended to limit your SMS content to 1 SMS message per recipient. While entering the content in the Body field, a counter will display the estimated character count and the number of SMS messages per recipient. Please note that the character limit for most SMS types is 160 characters.
