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All guidesMetriVoiceConnect 3CXCall customers with click-to-dialUse the call logConnect an SMS providerSMS templates and quick send
User Guide › MetriVoice

SMS templates and quick send

Write SMS templates in three languages and send a single SMS, a broadcast or an automated text.

For: Agents, marketers and admins

Steps

  1. 1Open MetriVoice → SMS and select New template. Write the English message; add Bahasa Melayu and Chinese versions if you like.
  2. 2Insert {{first_name}}, {{full_name}} or {{company}} to personalise it. The counter shows characters and how many SMS parts it uses.
  3. 3To send one SMS, enter the number under Quick send, pick a template (or write your own) and select Send SMS. Replies come back to the conversation.
  4. 4Select Use in broadcast to start an SMS broadcast with the template; upload a CSV with a consent column to reach a list.
  5. 5In Settings → Automations, choose Send SMS template to text a contact when something happens.

Good to know

  • Each customer gets their own language version, with English as the fallback.
  • Chinese and other non-Latin text uses 70 characters per SMS part instead of 160.

Related guides

  • Connect 3CXLink your 3CX phone system for caller lookup, click-to-dial and call logging.
  • Call customers with click-to-dialDial a contact or account from MetriCRM; your phone rings first and the call is logged.
  • Use the call logReview calls, add notes, let AI summarise them and turn a call into a case or follow-up task.
  • Connect an SMS providerSend and receive SMS through your own ClickSend, Twilio or custom gateway account.

Still need help? Contact support

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