Overview
A draft is the starting point for any SMS you want to send through CX Platform. It's where you give the message a name, decide which channel it'll go out on, and set it up ready for content. Once a draft exists, you can open it up and start crafting the actual message.
Drafts live inside the Templates tab of your Application, alongside any email drafts you might also be working on. Keeping them together means everything for that Application — email and SMS — sits in one place.
Open the Templates section
Before you can add a new draft, you'll need to get into the Templates tab of the Application you're working in.
- In the secondary navigation menu, click Applications to view a list of all available Applications.
- Double click on the auto-highlighted Application, or click on the Settings icon on the right hand side of the list view to open it.
- Click the Templates tab in the Application settings.
You'll land on the Templates view — this is where any drafts, current versions or previous versions show up, and where you'll add new ones.
Add a new SMS draft
From the Drafts view, you're a few clicks away from a working SMS draft. Here's how it goes.
- On the Templates page, click Add new to open the new draft settings.
- Enter a Name for your draft. Something descriptive helps later — e.g. "Appointment reminder SMS" or "Payment confirmation SMS".
- Select an editor Type from the dropdown. Simple - Visual Email/HTML designer is the default and works for SMS drafts too.
- Under Channels, tick SMS. If your draft needs an email counterpart as well, tick Email at the same time.
- Click Add to create the draft.
Your new SMS draft will appear in the Drafts list, ready to be opened and built out with your message content.
A quick note on naming
Drafts can stack up quickly across an Application, so a clear, descriptive name now saves a lot of squinting later. Including the channel in the name (like "...SMS" or "...Email") makes it easy to tell at a glance which is which.
What's next
Now that your draft exists, you can open it up to add your message content, set up personalisation, and configure send details. Each of those steps has its own guide to walk you through it.