How to Add, Edit, Remove notification templates
Add new Notification Templates
To customise how you notify Customers about specific events:
- Go to Notifications > Templates > Add Template.
- Select SMS, Email, or Webhook from the drop-down menu.
SMS
- Name the template in Label and choose a Notification Event from the drop-down menu. View the Event Types here.
- Use Variables, all related to the event, to automatically insert specified information. Copy the Variables by clicking on them and paste them into the Plain Text section.
- Check the template’s format in Preview (Plain Text) space on the right-hand side.
- Select Save Template. You can view the number of characters next to the button.
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- Choose between Template builder or Raw HTML.
- Name the template in Label and choose a Notification Event from the drop-down menu. View the Event Types here.
- Patterns - select General.
- Logo Source URL - insert the Logo image URL address. Choose the visibility (show or hide).
- Title - insert the email’s title in a text format. Choose the alignment (left, right, or centre).
- Paragraph - insert the email’s main section in a text format. Choose the alignment (left, right, or centre). Click on + Add Paragraph to create an extra paragraph.
- Footer - insert the email’s footer in a text format. Choose the alignment (left, right, or centre).
- Use Variables, all related to the event, to automatically insert specified information. Copy the Variables by clicking on them and paste them into the Title/Paragraph/Footer sections.
- Check the template’s format in Preview (HTML) space on the right-hand side.
- Select Save Template.
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Webhook
- Name the template in Label and choose a Notification Event from the drop-down menu. View the Event Types here.
- Use Variables, all related to the event, to automatically insert specified information. Copy the Variables by clicking on them.
- Check the template’s format in Preview space on the right-hand side.
- Select Save Template.
Edit Notification Templates
To edit the Notification Templates:
- Go to Notifications > Templates > Actions > Edit for the specified template. You can use the filter option or browse the list.
- Make changes and click Update Template.
Remove Notification Templates
To permanently remove a Notification Template:
- Go to Notifications > Templates > Actions > Remove for the specified template. You can use the filter option or browse the list.
- Success.
Note: Deleted Templates are unrecoverable.