Within Email Template Information a. Email Template Name - Identify record type followed by name (i.e. SMS Contact TD Greetings Demo). This will auto populate as Template Unique Name. b. Subject - SMS c. Email Body (SMS) – Type your message i. Adding Merge Fields – based on record type, you can select FIELD TYPE from drop down and select desired fields to include under “Select Field” dropdown and insert MERGE FIELD VALUE within template.