How to create a Custom email or SMS template

This article explains how to create Custom email or SMS templates for email and SMS notifications. Custom templates are created in the Notification templates editor. To access the editor, go to Setup and open the left sidebar. Select Tools -> Notification templates editor.

When creating a Custom template, you have three choices:

  1. Create a new template based on the Default template
  2. Copy an existing template you previously created
  3. Create a blank template
Creating a template based on the default is a good option if you like the default template and you want to make small changes to it. Copying a template you already created is a good option if you like a template that already exists in the editor and you want to make a few minor changes to it, or use it in a difference scenario.
 
Create template based on the default template
  1. Select the notification scenario you wish to work on from the Notification scenario dropdown menu. (Notice that there are different notifications scenarios for Customers and Users.)  Learn more about each notification scenario
  2. Select the New Custom template button in the left pane.
  3. Enter a name for your template (It can be changed later.)
  4. Select the option Based on default template under the Template content field. 
Create a Blank template
  1. Select the Notification scenario you wish to work on from the Notification scenario dropdown menu. (Notice that there are different notifications scenarios for Customers and Users.)  Learn more about each notification scenario
  2. Select the New Custom template button on the left
  3. Enter a name for your template (It can be changed later.)
  4. Select the option Blank template under the Template content field.  


Copy a template
  1. Select the template you wish to copy and press the Copy icon in the left pane.
  2. Select the notification scenario you wish to use the template in from the dropdown menu.
  3. Press the Copy button.

Tools available for Custom templates

WYSIWYG editor – Used to customize the text and look and feel of your emails. Learn more about the WYSIWG editor

Dynamic fields – Used to dynamically add variable data to your emails and SMS notifications so that they are personalized to the User or Customer and scenario. For example, emails and SMS can include the Customer’s name and the meeting time and price if you are charging for an Event type. Learn more about Dynamic fields

To insert a Dynamic field:
  1. Place the cursor in the place in the template you wish to insert the Dynamic field. 
  2. Click your desired Dynamic field from the choices in the “Dynamic Fields” column on the right.
  3. The chosen Dynamic field will appear in the selected location in the template. 
To remove a Dynamic field: 
  • Click on the X in the Dynamic field you wish to remove.

Note: When using Dynamic fields, you need to be sure that the data exists in your account. For example, Event type price is one of the Dynamic fields available to you. However, if you do not enter an Event type price in the Event type Payment/cancel and reschedule policy section, no data will be displayed for this field in your emails and SMS. Learn more about Dynamic fields

Where the templates are used

The Customer notification templates are used in the Customer notifications section. Go to Setup -> Relevant Booking page -> Customer notifications. (If your Booking page is linked to one or more Event type, the Customer notifications section will be on the Event type.)

The User notification templates are used in the User notifications section. Go to Setup -> Relevant Booking page -> User notifications.

The Calendar event template is used in the User notifications section. Go to Setup -> Relevant Booking page -> User notifications.

The Website widget inquiries templates are used in the Website widget setup. Go to Share & Publish -> Website widget -> Widget content -> Email

The New user sign up template is used in the Add a new User page. Go to Account -> Users -> New user button.

Learn more about creating and using templates:

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