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How to edit Text Messages Alerts

To customize your SMS Text Message Alerts: 

  1. Select the Follow‐Up tab

  2. Select Text Alerts

  3. Select the text message alert you wish to customize and click edit.

  4. Modify the content of the text message as required. Be careful when modifying merge fields

    (e.g.: $!{user.firstName}), as these are pre-­‐configured ­configured to automatically input your contact

    information.

  5. Insert additional merge fields (if desired) by selecting from the list of merge fields located on the

    right side of the screen and clicking Insert. 

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