Read this instruction to learn how to customize SMS invitations.
Admins can customize SMS invitations. We provide a default SMS invitation with the required information that you can edit according to the needs of your organization.
Before you Start
- An admin must have "Setup" Privilege in their Role in the organization to do these instructions. See What Admin Privileges are in Management Portal?.
Edit the SMS invitation template
Change the text of the SMS invitation template in Setup > Message Template.
- Go to Setup > Administration > Invitation Templates > Messages.
- Click Edit. Make any desired changes.
Note: You must include required variables. See below for list of parameters
- Click Preview Template to see how edits would look and make sure that parameters are working properly.
- Click Save.
List of invitation variables
First name of the invited user.
Last name of the invited user.
If the user does not have the app, clicking this link will take the user to the App or Play store. If the user already has the app, it will open the app.
Your custom MultiLine SMS invitation is ready!
All new SMS invitations sent will have your custom content.