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In the dashboard :

  • Click on the Hamburger Menu ((blue star)) → Setup → SMS Management ((blue star)) → Message Setup

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  • Click on the Add New Button.

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  • The form with the following required fields comes up:

    • 1. Message Medium : The mode through which the message is to be sent.

    • 2. Message Type : The status at which the message has to be triggered via its medium.

    • 3. Template : The message template

    • 4. Tags : Tags are those data elements that shall be fetched from the metadata for an org.

    • 5. Handlers : Case and conditional handlers

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  • Once filled, click on OK.

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  • It shows a success window, click on OK.

  • The message template has been created.