Customize notification message templates

Overview

When you turn on customer notifications, a default message template is automatically provided. You can leave it as is or customize it to match your business requirements.

Customize templates for customer notifications

1. Go to the top toolbar and click Settings > Communications > Customer Notifications.

2. On the Customer Notifications screen, click the row for the notification type you want to customize.
   

3. Click the Text or Email tab, depending on the type of template you want to customize.
   

4. For texts, make sure your outbound default SMS number is set up:

   1. If your default SMS number is properly set up, you can see checkmark.
      

   2. If your default SMS number is not set up, you see a red warning icon.

      Note: Before you can enable text notifications, a default SMS number must be set up. Click Edit phone number and follow the steps to set up your default SMS number

      

5. For both texts and emails, make sure the Enable toggle is turned on then click Customize.
   

6. Use the list of Personalized tokens on the right to add customized content to your template. Drag the desired tokens to the Body section of the Message Content.
   For example, adding Service Location Address would be useful if you have customers with multiple service locations where you perform jobs.
   To remove a token from the Body, hover over it then click Delete.

   Note: If you know HTML or want to add pre-generated HTML content to your template, you can click Edit Html to alter the template directly.

   

7. When you're finished customizing the template, click Preview Edits to ensure everything looks correct.
   

8. The preview shows on the right, replacing the Personalized token list. If the preview looks correct, click Save.
   

Want to learn more?

• See Customer notifications