Communication Templates

Communication Templates are reusable message templates used for emails, SMS messages, system notifications, verification messages, invoices, billing notices, and other automated communications.

Use this page to create and manage message templates by provider, channel, status, and sort order. A template controls the subject and body content that will be sent to users or administrators.

Overview

The Communication Templates page allows administrators to manage reusable message content. Instead of writing the same message repeatedly, you can create a template once and reuse it for different system events, providers, and communication channels.

Area	Description
Search Filters	Search templates by keyword, provider, channel, or status.
Template Summary	Displays total, active, and inactive template counts.
Template List	Displays registered communication templates.
Template Edit	Used to create or update a communication template.
Content Template	Defines the subject and body content that will be sent.

Main Buttons

Button	Purpose
Create Template	Creates a new communication template.
Search	Applies the selected filters and refreshes the template list.
Back to List	Returns from the edit screen to the template list.

Search Filters

Search filters help administrators quickly find the correct communication template.

Filter	Description
Keyword	Search by template code or template name.
Provider	Filter templates by communication provider.
Channel	Filter templates by channel, such as Email or SMS.
Status	Filter templates by active or inactive status.

Template List

The Template List displays all templates that match the current filters.

Column	Description
ID	The internal template ID.
Code	A unique template code used by the system.
Name	The administrator-friendly template name.
Provider	The communication provider connected to this template.
Channel	The communication channel, such as Email or SMS.
Status	Indicates whether the template is active or inactive.
Sort	Controls display order or priority order.
Action	Provides available actions such as edit or delete.

Creating a Template

Click Create Template.
Enter the template code and template name.
Select the provider.
Select the channel type.
Enter the subject template.
Write the body template in the editor.
Set the sort order.
Set the template status to Active when it is ready to use.
Save the template.

Template Edit

The Template Edit screen is used to configure template identity, provider mapping, channel mapping, subject content, body content, status, and sort order.

Basic Information

Field	Description
Template Code	A unique code used internally by the system. Use a clear code that describes the purpose of the template. Example: `EMAIL_VERIFY_CODE`, `ORDER_CONFIRMATION`, or `PASSWORD_RESET`.
Template Name	The display name used by administrators. This should be easy to understand.
Provider	The communication provider used to send this template. If no provider is selected, the template may not be able to send messages.
Channel Type	The communication channel for this template, such as Email or SMS.
Subject Template	The subject line used for email messages. SMS templates may not require a subject.
Sort Order	Controls the display order or priority order.
Active	Determines whether the template can be used by the system.

Content Template

The Content Template section defines the actual message body that will be sent to the user. The editor can be used to format text, insert links, add tables, add buttons, or create HTML email content.

Body Template Editor

The body editor provides rich text editing tools. Depending on your configuration, you may be able to use formatting, alignment, lists, links, tables, preview, HTML mode, and other editor tools.

Editor Tool	Purpose
Paragraph / Font / Size	Controls text style, font family, and font size.
Bold / Italic / Underline	Applies common text formatting.
Alignment	Aligns the message content left, center, or right.
List	Creates bullet or numbered lists.
Link	Inserts a clickable link into the message body.
Table	Inserts a table into the template.
HTML / Code View	Allows direct editing of HTML content when needed.
Preview	Previews the message before saving or sending.

Using Variables

Templates often use variables to insert dynamic values such as customer name, verification code, order number, invoice amount, or payment link.

Available variables depend on the system feature that sends the template. Use only variables supported by the related sending process.

Common Variable Examples

{CustomerName}
{UserName}
{VerificationCode}
{OrderNumber}
{InvoiceNumber}
{PaymentAmount}
{PaymentLink}
{LoginUrl}
{SiteName}
{CurrentDate}

Subject Template Example

Your verification code is {VerificationCode}

Email Body Example

Hello {CustomerName},

Your verification code is:

{VerificationCode}

This code will expire soon.

Thank you,
{SiteName}

HTML Email Example

<h2>Hello {CustomerName},</h2>

<p>Your verification code is:</p>

<div style="font-size:28px;font-weight:bold;">
    {VerificationCode}
</div>

<p>Thank you,<br>{SiteName}</p>

Email Template Guidelines

Use a clear subject line.
Keep the message short and easy to understand.
Place the most important information near the top.
Use verified sender information from the connected provider.
Test the email before using it in production.
Avoid unnecessary large images in transactional emails.

SMS Template Guidelines

Keep SMS templates short.
Do not include unnecessary formatting or HTML.
Use only plain text.
Include the most important information first.
Check the length if your SMS provider charges by message segment.

Recommended Workflow

Open Admin > Provider > Template.
Click Create Template.
Enter a unique template code.
Enter a clear template name.
Select the provider and channel type.
Write the subject template.
Write the body template using the editor.
Insert variables if needed.
Save the template as Inactive while drafting.
Test the template with the related provider.
Set the template to Active after verification.

Common Template Types

Template Type	Purpose
Email Verification	Sends a verification code or verification link to the user.
Password Reset	Sends a reset link or reset code when the user forgets a password.
Order Confirmation	Sends order details after a customer places an order.
Payment Receipt	Sends payment confirmation and receipt information.
Invoice Notice	Sends invoice or billing information to the customer.
Admin Notification	Sends internal notifications to administrators.

Important Notes

Template codes should be unique.
Do not delete a template if it is used by system events or automation.
Inactive templates should not be used for live sending.
Variables must match the sending process exactly.
Email HTML should be tested in multiple email clients when possible.
Do not place passwords, API keys, or sensitive internal values inside templates.

Troubleshooting

Problem	Possible Cause	Solution
No templates found	No templates have been created, or the current filters are too restrictive.	Clear filters or create a new template.
Template does not send	The template may be inactive or not connected to an active provider.	Check the template status and provider configuration.
Variables are not replaced	The variable name may be incorrect or unsupported by the sending process.	Use the exact variable names supported by the feature.
Email layout looks broken	The HTML may not be compatible with some email clients.	Simplify the HTML and test the message before production use.
SMS is too long	The message exceeds the SMS provider segment limit.	Shorten the message and remove unnecessary text.

Best Practices

Use consistent naming rules for template codes.
Keep transactional messages short and direct.
Use separate templates for different channels.
Do not reuse email HTML templates for SMS.
Test every template before activating it.
Keep old templates inactive instead of deleting them immediately.

Communication templates control the message users receive. Incorrect templates can cause confusing emails, missing verification codes, broken payment links, or failed notifications.