Build an SMS template in the Comify dashboard — message, category, and variables — with a live preview, then use it in campaigns and triggered communications.
SMS templates are reusable text messages you design once and reference by name — in SMS campaigns and triggered communications. This guide walks the exact dashboard flow for creating one.
This is a dashboard walkthrough. Screens are captured from cloud.comify.io → Template Manager → Manage Templates → SMS.
Open Template Manager → SMS to reach the SMS Templates list. It shows your connected SMS provider in a selector at the top, Category and Status filters, search, and Create Template. Existing templates list their Category, Language, Status, and Last Updated.
SMS Templates list — provider selector, filters, and templates
You need an SMS provider connected (e.g. Twilio, Gupshup, MSG91, Karix) before creating templates. See SMS Providers.
Your SMS provider and local regulations may enforce sending rules (e.g. registered sender IDs, time-of-day restrictions) based on category — Transactional and Promotional traffic are often routed differently.
4
Write the Message
Enter your text in the Message box (up to 512 characters). Insert dynamic values using double curly braces, or via the Insert variable control below the box:
Hi {{first_name}}, your order has shipped!
Insert variable, Data Source, Recipient, and Test
Insert variable is populated from your Data Source. Click Data Source in the top bar and select a Payload first — its fields then become available as {{variables}} and as Recipient options.
5
Set the Recipient
Click Recipient in the top bar and choose the payload field that holds the destination phone number (e.g. phone_number).
As you type, the Preview panel on the right renders the message as a real SMS bubble, with a live character/segment count. Use Test in the top bar to send a real test message once a template name and provider are set.
