--- title: Create an SMS template description: Designing effective SMS templates for bulk messaging campaigns in Invelo --- [Skip to content](https://helpdesk.inveloapp.com/create-an-sms-template#main-content) English Show submenu for translations ![Invelo square logo-1.png\]](https://helpdesk.inveloapp.com/hs-fs/hubfs/Invelo%20square%20logo-1.png?height=40&name=Invelo%20square%20logo-1.png) Open main navigation Close main navigation - English Show submenu for translations - [Visit inveloapp.com](https://inveloapp.com/) [Visit inveloapp.com](https://inveloapp.com/) Advice and answers from the Invelo Team - There are no suggestions because the search field is empty. 1. [Invelo's Help Desk](https://helpdesk.inveloapp.com/?hsLang=en) 2. [Marketing](https://helpdesk.inveloapp.com/marketing?hsLang=en) 3. [Marketing Templates](https://helpdesk.inveloapp.com/marketing?hsLang=en#marketing-templates) # Create an SMS template ## Designing effective SMS templates for bulk messaging campaigns in Invelo Creating an effective SMS template is a key step in running successful bulk messaging campaigns with Invelo. By designing concise and impactful templates, you can engage your audience, promote your services, and drive results efficiently. This guide will walk you through the process of creating SMS templates within Invelo, ensuring your messages are not only well-structured but also optimized for maximum impact in large-scale marketing campaigns.  ### Access requirements:  SMS templates are used for one-offs and bulk SMS through workflows and campaigns. This also requires an active smrtPhone integration. SMS one-offs and bulk SMS through campaigns are available for all plans. Bulk SMS through workflows are only available on Invelo's paid plans (Deal Finder, Growth, and Professional).  ### **To create an SMS template: ** 1. From your Invelo dashboard, click the **More** button on the left-hand menu of the page and selecting **Template Library** from the list.  ![Screenshot 2025-05-26 at 4.01.15 PM](https://helpdesk.inveloapp.com/hs-fs/hubfs/Screenshot%202025-05-26%20at%204.01.15%20PM.png?width=600&height=302&name=Screenshot%202025-05-26%20at%204.01.15%20PM.png) 2. Once you're in the Template Library, select the **Text messages** tab. ![Screenshot 2025-05-26 at 4.16.36 PM](https://helpdesk.inveloapp.com/hs-fs/hubfs/Screenshot%202025-05-26%20at%204.16.36%20PM.png?width=600&height=248&name=Screenshot%202025-05-26%20at%204.16.36%20PM.png) 3. Click on the **Create** button.  ![Screenshot 2025-05-26 at 4.14.42 PM](https://helpdesk.inveloapp.com/hs-fs/hubfs/Screenshot%202025-05-26%20at%204.14.42%20PM.png?width=600&height=292&name=Screenshot%202025-05-26%20at%204.14.42%20PM.png) 4. Once the Create a text message template pops up, fill out the name and the body.   ![Screenshot 2025-05-26 at 4.19.00 PM](https://helpdesk.inveloapp.com/hs-fs/hubfs/Screenshot%202025-05-26%20at%204.19.00%20PM.png?width=400&height=375&name=Screenshot%202025-05-26%20at%204.19.00%20PM.png) Note: You can customize the message by adding the variables to add the receiver's name or address in the message. You can also add the attributes in your sender profile such as name, phone number, email address, and etc. You can check the various variables you can attach to your template by clicking the (x) sign.  ![Screenshot 2025-05-26 at 4.19.42 PM](https://helpdesk.inveloapp.com/hs-fs/hubfs/Screenshot%202025-05-26%20at%204.19.42%20PM.png?width=400&height=466&name=Screenshot%202025-05-26%20at%204.19.42%20PM.png) 5. Once you're done entering the SMS title and body, click on **Save. ** --- ### Need help? In case you have any questions or clarifications, feel free to send the Support team a message via the in-app chat or email at [support@inveloapp.com](mailto:support@inveloapp.com).  - [Getting Started](https://helpdesk.inveloapp.com/getting-started?hsLang=en#main-content) - [Welcome Series](https://helpdesk.inveloapp.com/getting-started?hsLang=en#welcome-series) - [Onboarding & White Glove Migration](https://helpdesk.inveloapp.com/getting-started?hsLang=en#onboarding-white-glove-migration) - [CRM Migration Guides to Invelo](https://helpdesk.inveloapp.com/getting-started?hsLang=en#crm-migration-guides-to-invelo) - [Autopilot](https://helpdesk.inveloapp.com/autopilot?hsLang=en) - [List Builder](https://helpdesk.inveloapp.com/list-builder?hsLang=en#main-content) - [List Builder Location Search](https://helpdesk.inveloapp.com/list-builder?hsLang=en#list-builder-location-search) - [List Builder Filters](https://helpdesk.inveloapp.com/list-builder?hsLang=en#list-builder-filters) - [List Builder Results](https://helpdesk.inveloapp.com/list-builder?hsLang=en#list-builder-results) - [List Builder Overview](https://helpdesk.inveloapp.com/list-builder?hsLang=en#list-builder-overview) - [List Builder Next Steps](https://helpdesk.inveloapp.com/list-builder?hsLang=en#list-builder-next-steps) - [Inbox](https://helpdesk.inveloapp.com/inbox?hsLang=en) - [CRM](https://helpdesk.inveloapp.com/crm?hsLang=en#main-content) - [Prospects](https://helpdesk.inveloapp.com/crm?hsLang=en#prospects) - [Leads](https://helpdesk.inveloapp.com/crm?hsLang=en#leads) - [Deals](https://helpdesk.inveloapp.com/crm?hsLang=en#deals) - [Contacts](https://helpdesk.inveloapp.com/crm?hsLang=en#contacts) - [Property & Contact Records](https://helpdesk.inveloapp.com/crm?hsLang=en#property-contact-records) - [Importing & Exporting](https://helpdesk.inveloapp.com/crm?hsLang=en#importing-exporting) - [Skip Tracing](https://helpdesk.inveloapp.com/crm?hsLang=en#skip-tracing) - [Calling](https://helpdesk.inveloapp.com/crm?hsLang=en#calling) - [AI Driving for Dollars](https://helpdesk.inveloapp.com/crm?hsLang=en#ai-driving-for-dollars) - [Filters](https://helpdesk.inveloapp.com/crm?hsLang=en#filters) - [Marketing](https://helpdesk.inveloapp.com/marketing?hsLang=en#main-content) - [Campaign Preparation](https://helpdesk.inveloapp.com/marketing?hsLang=en#campaign-preparation) - [Create a Campaign](https://helpdesk.inveloapp.com/marketing?hsLang=en#create-a-campaign) - [Marketing Templates](https://helpdesk.inveloapp.com/marketing?hsLang=en#marketing-templates) - [Create Campaign: Sequences](https://helpdesk.inveloapp.com/marketing?hsLang=en#create-campaign-sequences) - [Marketing campaign monitoring](https://helpdesk.inveloapp.com/marketing?hsLang=en#marketing-campaign-monitoring) - [Marketing Used Cases](https://helpdesk.inveloapp.com/marketing?hsLang=en#marketing-used-cases) - [Workflows & Automations](https://helpdesk.inveloapp.com/workflows-automations?hsLang=en#main-content) - [Actions: CRM](https://helpdesk.inveloapp.com/workflows-automations?hsLang=en#actions-crm) - [Actions: Outreach](https://helpdesk.inveloapp.com/workflows-automations?hsLang=en#actions-outreach) - [Analytics](https://helpdesk.inveloapp.com/analytics?hsLang=en#main-content) - [Prospecting Analytics](https://helpdesk.inveloapp.com/analytics?hsLang=en#prospecting-analytics) - [Marketing Analytics](https://helpdesk.inveloapp.com/analytics?hsLang=en#marketing-analytics) - [Lead Analytics](https://helpdesk.inveloapp.com/analytics?hsLang=en#lead-analytics) - [Deal Analytics](https://helpdesk.inveloapp.com/analytics?hsLang=en#deal-analytics) - [Integrations](https://helpdesk.inveloapp.com/integrations?hsLang=en#main-content) - [smrtPhone](https://helpdesk.inveloapp.com/integrations?hsLang=en#smrtphone) - [SMTP Email Service](https://helpdesk.inveloapp.com/integrations?hsLang=en#smtp-email-service) - [Webhooks](https://helpdesk.inveloapp.com/integrations?hsLang=en#webhooks) - [Mailchimp](https://helpdesk.inveloapp.com/integrations?hsLang=en#mailchimp) - [Constant Contact](https://helpdesk.inveloapp.com/integrations?hsLang=en#constant-contact) - [Gmail](https://helpdesk.inveloapp.com/integrations?hsLang=en#gmail) - [System & Settings](https://helpdesk.inveloapp.com/system-settings?hsLang=en#main-content) - [Account Settings](https://helpdesk.inveloapp.com/system-settings?hsLang=en#account-settings) - [Billing & Plan](https://helpdesk.inveloapp.com/system-settings?hsLang=en#billing-plan) - [Users, Roles & Permissions](https://helpdesk.inveloapp.com/system-settings?hsLang=en#users-roles-permissions) - [FAQs](https://helpdesk.inveloapp.com/faqs?hsLang=en#main-content) - [About Invelo](https://helpdesk.inveloapp.com/faqs?hsLang=en#about-invelo) - [List Builder](https://helpdesk.inveloapp.com/faqs?hsLang=en#list-builder) - [Lists](https://helpdesk.inveloapp.com/faqs?hsLang=en#lists) - [Filters](https://helpdesk.inveloapp.com/faqs?hsLang=en#filters) - [Records](https://helpdesk.inveloapp.com/faqs?hsLang=en#records) - [Skip Tracing](https://helpdesk.inveloapp.com/faqs?hsLang=en#skip-tracing) - [Marketing](https://helpdesk.inveloapp.com/faqs?hsLang=en#marketing) - [Account and Access](https://helpdesk.inveloapp.com/faqs?hsLang=en#account-and-access) - [Imports and Exports](https://helpdesk.inveloapp.com/faqs?hsLang=en#imports-and-exports) - [Education](https://helpdesk.inveloapp.com/education?hsLang=en#main-content) - [Masterclasses](https://helpdesk.inveloapp.com/education?hsLang=en#masterclasses) - [Webinars](https://helpdesk.inveloapp.com/education?hsLang=en#webinars) - [Overview](https://helpdesk.inveloapp.com/overview?hsLang=en) [![Chill listening crop-3](https://helpdesk.inveloapp.com/hs-fs/hubfs/invelo_logo-color-4.png?width=93&height=24&name=invelo_logo-color-4.png "Chill listening crop-3")](https://a.inveloapp.com) Your Guide to Smarter, Faster Real Estate Success. Copyright © 2026, Invelo