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The SMS Templates page at /ce/sms/templates is an administrative interface for creating and managing reusable SMS message templates that can include merge fields for personalization.

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Overview

Navigating to /ce/sms/templates loads SmsTemplatesPage, gated by ce.sms.admin. The page renders a header (“SMS Templates”, description “Create and manage reusable SMS templates with merge fields for personalized messaging.”) and the SmsTemplateList component.

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Who it’s for

Permission required: ce.sms.admin

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Before you start

  • You must have ce.sms.admin permission.
  • Templates reference merge fields — confirm available merge tokens with your SME before creating templates.

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Steps

1

Open SMS Templates

Navigate to /ce/sms/templates from the CE SMS navigation.
2

View existing templates

SmsTemplateList displays all templates available for your organization.
3

Create a template

Use the create action in SmsTemplateList to define a new template with a name, body text, and any merge fields.
4

Edit or delete a template

Use the inline actions on each template to update or remove it.

Community Engagement

Community Engagement core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/ce.tsx
  • src/cores/ce/pages/SmsTemplatesPage.tsx
  • src/cores/ce/components/sms/SmsTemplateList.tsx