SMS Template

1. Overview

SMS Templates are reusable message formats used to send consistent SMS notifications from OCCS. They include the SMS message content, sender and recipient information, and optional trigger result codes. Users can create, edit, or delete templates, and insert dynamic data using predefined CDR variables that are replaced with actual values when the SMS is sent.

SMS Templates are configured per project, under that project’s SMS channel, and rely on the Plugin and Sms Provider being set up first.

2. Prerequisites

Before creating an SMS Template, make sure that:

  • You are logged in as Super Admin.

  • The Plugin is enabled.

  • An Sms Provider is set and enabled.

3. Steps to Add an SMS Template

Step 1: Select a Project

Click Project Management > Projects, then select the desired project from the list.

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Step 2: Open the SMS Channel

In the selected project’s side menu, expand Channel and click SMS.

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Step 3: Create a New Template

On the SMS Template screen, click + CREATE SMS TEMPLATE.

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Step 4: Fill in Basic Information

Complete the Basic Information step of the form:

Field Description

Template Name

A label used to identify this SMS Template.

To

The recipient(s) of the SMS. Add phone numbers separated by commas, or insert a dynamic value from a CDR field using curly braces, e.g. {phone_number}. This field only accepts integer values.

Sender

The sender number the SMS is sent from. This field only accepts integer values.

Active

Toggle to enable or disable the template.
step4

Click NEXT to continue.

Step 5: Enter the Message

Enter the SMS message content in the Message field. Click the field-insert icon or type {variable} to insert dynamic CDR fields into the message.

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  • The message supports a maximum of 160 characters.

  • CDR variables such as {alterbetreuende} are not counted toward the 160-character limit.

  • If the final rendered message (after CDR values are substituted) exceeds 160 characters, it is automatically broken into multiple SMS messages, with each segment limited to 160 characters.

Click NEXT to continue.

Step 6: Select a Result Code

Select the result code(s) that should trigger this SMS Template, then click CREATE.

step6

The SMS is sent when the clerk selects the matching result code after ending a call.

4. Editing an SMS Template

  1. Select the checkbox next to the SMS Template you want to edit.

  2. Click EDIT.

  3. Update the fields as needed.

  4. Click UPDATE to save and apply the changes, or CANCEL to discard them and leave the template unchanged.

5. Deleting an SMS Template

  1. Select the checkbox next to the SMS Template you want to delete.

  2. Click DELETE.

  3. Confirm the deletion when prompted.

deletesmstemplete