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Instance · CMS

Creating an SMS

Last updated 2 November 2026

To create an SMS:

  1. Navigate to the CMS from the main menu.
  2. Select SMS.
  3. Select CREATE SMS.

  4. Fill out the forms across the following tabs:

    • Details
    • Content
    • Preview

    The details for each tab are discussed in this document's subsequent sections.

  5. Select CREATE SMS.

Details

Use this tab to input basic details about your SMS. Input requirements and descriptions are displayed in the table below:

Input LabelTypeRequiredDescription
SMS Name Input Field Yes Name or label for the SMS.
To Input Field Yes The contact to whom the SMS is sent.
File Path File Explorer No File path of the SMS. It fills in from the SMS Name. Choose SELECT FOLDER only to store the SMS in a different folder.
Delay Input Field No The notification delay in minutes. Use Liquid markup to set the value, e.g., schedule an SMS for 10 am the next day:
Locale Input Field No Liquid markup, which evaluates to the desired language code. Used for translations and date format.
Trigger Condition Code Editor No Liquid markup condition to control whether a notification is sent. Only allows delivery. If omitted, the notification is sent unless the SMS is disabled. The is checked after the delay.

Creating a folder

Insites has a data explorer feature that you can use to create a folder or directory to store your SMSs. To create a folder:

  1. Navigate to the CMS from the main menu.
  2. Select SMS.
  3. Select CREATE SMS.
  4. Navigate to the 'Details' tab.
  5. Fill out the required fields.
  6. Press SELECT FOLDER.
  7. Select the directory where you want to create another folder and store your layout.
  8. Select CREATE FOLDER.
  9. Fill out the form for creating a folder.
  10. Press SELECT.

Content

Use this tab to provide your SMS content. Input requirements and descriptions are displayed in the table below:

Input LabelTypeRequiredDescription
Content Code Editor Yes Content of the SMS.

Preview

Use this tab to provide information for your SMS preview. Input requirements and descriptions are displayed in the table below:

Input LabelTypeRequiredDescription
Test Data Code Editor No Enables you to preview SMSs that utilize dynamic data. Content must be formatted as JSON.