Template management

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On the Template Management page of the Short Message Service console, you can view your submitted domestic SMS message templates and manage them based on their status.

Prerequisites

  • You have activated Alibaba Cloud Short Message Service.

  • You have created at least one approved SMS signature.

  • You want to send domestic SMS messages. SMS templates for domestic messages are managed on this page.

Overview

On the Template Management page, you can create, view, edit, and manage SMS templates used for domestic message sending. Each template must pass Alibaba Cloud's review before it can be used. Templates are categorized by type (OTP, Notification, or Promotional) and reviewed according to their intended use.

Navigate to Template Management

  1. Log in to the SMS console.

  2. In the left navigation pane, choose Domestic Messages > Template Management.

View and Filter Templates

The Template Management page lists all domestic SMS message templates under your account. You can use the filter bar to narrow results.

Available filters:

Filter

Description

Signature Name

Filter by the SMS signature associated with the template.

Template Type

Filter by template type: OTP, Notification, or Promotional.

Review Status

Filter by review status.

Template Status

Filter by operational status.

Template Name/Code

Search by template name or template code.

Tag

Filter by tag.

Template list columns:

Column

Description

Template Name

The name of the SMS template. Click to open the template details page.

Signature Name

The SMS signature associated with the template.

Tag

User-defined classification tags.

Work Order Number

The work order number generated when the template was submitted for review.

Template Code

The unique code assigned to the approved template. Used to reference the template in API calls.

Template Type

The type of the template: OTP, Notification, or Promotional.

Created Time

The time when the template was created.

Review Status

The current review status of the template.

Template Status

The operational status of the template. For status definitions, see the Template status section below.

Operations

Available operations for the template. For details, see the Template operations section below.

Create a Template

  1. On the Template Management page, click Add Template.

  2. Configure the following parameters:

    Parameter

    Required

    Description

    Template Type

    Yes

    The type of SMS template: OTP, Notification, or Promotional.

    Template Name

    Yes

    A name to identify the template.

    Signature Name

    Yes

    The SMS signature to use with this template.

    SMS Content

    Yes

    The body text of the SMS message. Use ${variable} for dynamic content fields.

    Template Rules

    No

    A description of the applicable scenarios and usage conditions for the template.

    Traffic Driving

    No

    Indicate whether this template drives traffic to an external link.

    Remarks

    No

    Additional notes for reviewers.

  3. Click Submit to submit the template for review.

Edit a Template

  1. On the Template Management page, find the template you want to edit.

  2. In the Operations column, click Edit.

  3. Modify the template parameters as needed, then click Submit.

View Template Details

Click a template name to open the details page. The details page contains the following sections:

Basic Information

Displays the core attributes of the template: template name, type, code, content, review status, rejection reason (if applicable), and remarks.

Associated Signatures

Lists the SMS signatures associated with this template. Each row represents one signature-template combination.

Column

Description

Signature Name

The associated SMS signature.

Signature-Template Association Reason

The reason this signature is associated with the template.

Template list

On the Template Management page in the Short Message Service console, you can view a list of your domestic SMS message templates. The list displays key information such as the Template Code and Template Status. You can click a Template Name to view the template details.

Clicking a template name opens the Details dialog box, which displays fields such as template type, template name, template code, template content, diversion information, Tag, variable attributes, associated signature, Use Case Description, and Creation Time.

Diversion information

Content in a message template, such as links and contact numbers, is considered diversion information.

Important

To ensure SMS content security, messages with diversion information such as links or contact numbers have a higher risk of being blocked by carriers, which can cause delivery failures. We recommend avoiding this information in your message templates to minimize the risk.

Hover over the Template Code field in the template list to quickly view the content, variables, and diversion information of the current template.

In the pop-up, the diversion information section categorizes and displays the diversion content detected in the template, including phone numbers (labeled as "numbers starting with 1") and domain-type links.

The following rules apply to diversion information:

  • Each template can contain a maximum of two contact numbers. These numbers must all be from variables, or all be from the static text content.

  • Each template can contain only one variable with the phone number attribute.

  • Each template can contain a maximum of one diversion link. This link must be part of the static text content, not a variable.

Template status

The Template Status is determined by Alibaba Cloud based on a comprehensive assessment of factors such as the template approval status and template content. If a template's status is Unavailable, you cannot use it to send SMS messages. We recommend that you monitor the template status and keep it in the imageNormal state.

You can view the template list on the Template Management page and perform relevant actions based on the Template Status field:

Template status

Description

image Normal

The template is complete, approved, and has all required signatures and diversion information. If the template does not contain diversion content, this information is not required.

image Diversion information missing

  • "Diversion information" includes phone numbers, links, and diversion materials (credential documents).

  • If the system detects that the template may involve diversion, you must provide the specific diversion content, for example, the exact phone number or link.

image Diversion materials missing

  • "Diversion materials" are credential documents for the phone number or link, for example, business or organization information, or an ICP filing screenshot.

  • The system has detected that the template content is missing diversion materials (additional fields for phone numbers and links). You must add the diversion materials.

image Signature information missing

The current template is missing associated signature information. Click the Supplement button next to the template status and associate a signature in the dialog box that appears. You can only associate approved signatures. Each template supports a maximum of 100 associated signatures.

You can still use a template without an associated signature to send messages. This association is only for pre-collecting diversion information.

image Variable attributes missing

The feature to add variable attributes is not yet available and does not affect the approval process.

image Unavailable

If a message template is not approved, its status is Unavailable.

Template operations

Depending on the template's approval status, you can perform the following operations on the Template Management page:

Approval status

Actions and description

Pending approval

Templates that are pending approval cannot be modified or deleted. You can Remove the application to proceed.

  • Withdraw: Withdraw a template application that is under review. The approval status then changes to Withdrawn.

  • Expedite: If the approval status does not change within 20 minutes of submission, you can use this feature to expedite the review.

Withdrawn

  • Edit: Edit the template information. After you finish, click AI Validate to resubmit it for approval.

  • Delete: Delete the template. A deleted message template cannot be recovered. Proceed with caution.

Rejected

  • View Reason and Modify: View the rejection reason and refer to Troubleshoot message template rejection to modify the template information. After modifying the template, resubmit it for approval.

    Alternatively, you can call the UpdateSmsTemplate API operation to modify a rejected template.
  • Delete: Delete the template. A deleted template cannot be recovered. Proceed with caution.

Approved

Approved templates cannot be modified.

Note

Templates and signatures do not require a mandatory association for sending messages. After your templates and signatures are approved, you can mix and match them as needed. For more information, see Will an associated signature affect message sending?

Different templates can be associated with the same signature. The relationship between signatures and templates is many-to-many.

  • Send in batches: Click Mass Messaging to go to the New Messaging Task page of the mass messaging assistant.

    Alternatively, you can call the SendSms or SendBatchSms API operation to send messages.
  • Clone: Clone an approved template. The system automatically populates the template type. You can modify the information and submit it for approval.

  • Delete: Delete the template. A deleted template cannot be recovered and can no longer be used to send messages. Proceed with caution.

Associated signatures

On a template's details page, the associated signature area lists all signatures associated with it, including their name and status. To disassociate a signature, click Disassociate in its Actions column. This removes the signature from the template's association list but does not affect the signature itself, which can still be associated with other templates. Each template can be associated with a maximum of 100 signatures.

Template export

The Template Management page allows you to export template data to your local machine. Click the Export button in the upper-right corner of the template list to submit an export request. After the request is successful, click Export Records to download the exported content.

The exported file includes the following fields: Template Code, Template Name, Template Type, Template Content, Review Status, and Create Time.

The exported file does not include the signature field. Signatures are not bound to templates, and you can freely combine signatures and templates when sending messages. To obtain signature information, export the signature list separately on the SMS signature management page.