Company Settings: Notification Templates
Navigate to: Company Settings>Notification Templates
At the Notification Templates tab, you are able to create and edit all your default email and SMS notification templates. These templates are used for sending various bulk and other communications including statements directly from your WeconnectU solution.
WeconnectU provides three default Notification Templates as shown below, which are used to assist you with your Arrears Management processing via the system.
- Rent Reminder SMS
- Rent Reminder Email
- Letter of Demand Email
Creating a new Notification Template
On the Notification Templates tab, click on the New Template button which will open the Notification Template form as shown below:
Complete the following information on the Notification Template form:
| Tab | Description |
| Template Name | The descriptive name to easily identify the Notification Template. |
| Category | Select a category from the drop down list
|
| Type | Specifies whether this template format is for an Email or SMS |
| Insert Tag | To assist in drafting personalised communication, dynamic tags serve as placeholders for conditional text. This allows you to tailor your outbound emails and SMS messages. These tags insert recipient-specific information you already possess on the system into your email or SMS. For instance, using the dynamic tag ##firstname## in your template will automatically insert the first name of the particular recipient.
|
| Body | The message being communicated to the recipient inclusive of dynamic tags to personalise the message |
Once you have finalised the details of the Notification Template, click on the Create button. The template is now ready for use within the system.
View or Edit a Notification Template
To view or edit the Notification Template, click on the Template Name to open the Notification Template form as shown below:
Use descriptive text to clarify the intent of the notification template.
You can modify the different fields within the notification template - several of these fields offer pre-set drop-down options for you to select from.
Once you have finalised the details of the Notification Template, click on the Update button.
The template is now ready for use within the solution.
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