Email and SMS templates

Last updated: 2025–03-11

Email and SMS templates define the content of messages sent to applicants or customers (e.g. application received, decision ready, document request). You manage them from Email & SMS under Templates.

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Email templates

1. Open Email & SMS (under Templates).
2. The list shows template name, type (Email or SMS), and last updated.
3. Create: Click Add or Create, enter name and body (and subject for email). Use placeholders (e.g. ) where supported. Save.
4. Edit: Open a template, change content or subject, and save.
5. Delete: Remove a template when it’s no longer used. Ensure no workflows reference it.

Templates are usually chosen by workflow or event (e.g. “send this email when application is submitted”).

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SMS templates

1. Open Templates and select SMS.
2. The list shows SMS template name and content preview.
3. Create: Add a new SMS template with name and message body. Keep within character limits for SMS. Use placeholders if supported. Save.
4. Edit or Delete as needed.

Use email and SMS templates together to keep messaging consistent and compliant.