Navigating to SMS Templates
- From the sidebar, go to Marketing → Templates.
- Click Create Template.
- Choose from four template types: Custom, Review Request, Referral, or Customer Experience.
Custom
The Custom template lets you create your own personalized messages for customer service, promotions, or announcements.- Supports personalization tokens (e.g., customer name, date, or other details) to add a personal touch.
- You can include links such as Google Review URLs to collect feedback or boost engagement.
- Ideal for quick, direct communication that doesn’t require a structured workflow.
Review Request
The Review Request template makes it easy to collect customer reviews while keeping negative feedback private.1
Review Request Text
Write your SMS message inviting customers to share their experience. This message includes an automatically generated review link.
2
Landing Page
When customers click the link, they’re taken to a branded landing page where they rate their experience.
- Positive ratings (4–5 stars) are automatically directed to your Google Business Review page.
-
Negative ratings (1–3 stars) are routed to a private feedback form instead.
3
Feedback Form
The private form is fully editable and allows customers to leave detailed comments. All responses are delivered directly to your SalesCaptain inbox for review
4
Thank You Page
After submission, customers see a customizable confirmation message thanking them for their feedback.
Referral
The Referral template drives word-of-mouth growth through shareable referral links.1
Referral Request Text
Create your invite message encouraging customers to share your business with friends.
2
Referral Page:
When customers click the link, they’re directed to a page that automatically generates a unique, shareable referral link, with options to send it via SMS or email.
3
Text Referral Form
Customers can input their friends’ details directly through a simple text-based form.
4
Email Referral Form
Alternatively, customers can fill out an email form optimized for desktop users.
5
Thank You Page
After submitting, customers see a thank-you message confirming their referral has been recorded.
- Sent: Requests sent to customers.
- Shared: Customers who shared their link.
- Received: New leads generated from referrals.
Customer Experience
The Customer Experience template helps you gather actionable insights and guide customers based on their satisfaction.1
Feedback Request Text
Compose the initial SMS message that invites your customer to provide feedback on their recent experience. Include personalization tokens like 
@contact.name or @business.name to make the message feel personal.2
CX Rating Page
Configure the rating page your customer will see when they click the link. You can select the rating system that fits your needs:
- NPS (Net Promoter Score)
- Star ratings
-
Emoji-based satisfaction scale
3
Positive Feedback
Define the action for customers who give positive ratings. Typically, these customers are directed to leave an online review to boost your public reputation.
4
Negative Feedback
Define the action for customers who provide lower ratings. These responses are routed to a private feedback form, allowing you to capture constructive input.
5
Thank You Page
Customize the final confirmation page that customers see after submitting their feedback. This closing message acknowledges their input and reinforces a positive brand experience.
Tips & Best Practices
- Keep messages short, clear, and conversational.
- Use tokens to personalize each message.
- Test templates before sending them live.
- Adjust landing pages and thank-you text to match your brand voice.
- Regularly monitor referral and review metrics to optimize results.