> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://fyno.io/docs/fyno-templates-overview/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://fyno.io/_mcp/server.

# Fyno Templates Overview

> Understand Fyno Templates—the master blueprints for managing your omni-channel message content without code redeployments.

Think of a **Fyno Template** as a master blueprint for your messages. Instead of writing text directly into your code, you design your messages inside Fyno. This means you can change your wording, fix typos, or update branding anytime you want **without** needing a developer to change code or redeploy the app.

## Where it fits in your workflow

It sits right in the middle of your core notification setup:

1. **Connect your provider:** Link your communication channels (e.g., Twilio, SendGrid, Gupshup).
2. **Design your Template:** Create and personalize your messaging layouts *(This Step!)*.
3. **Trigger it:** Launch and orchestrate the delivery using a workflow event.

> **Tip:** By decoupling message content from application logic, you can safely experiment, update multi-channel copy, and test variations in real-time without affecting active production features.

## Copying Templates

You can copy **Fyno Templates** from one workspace to another, making it easy to reuse notification templates across multiple workspaces. The copy process is available only in workspaces where you have the **Owner** role.

> **Important:** Only **Fyno Templates** can be copied using this process. **External Templates** are not supported.

### Before you begin

Before copying templates, make sure the destination workspace is ready.

* Create any required integrations in the destination workspace.
* If the template uses reusable components, copy those components to the destination workspace before copying the template.

> **Note:** Only the template and its associated template data are copied. Dependencies such as integrations and reusable components must exist in the destination workspace.

### Steps to copy templates

1. Switch to the workspace that contains the template you want to copy.
2. Navigate to **Templates → Fyno**.
3. Locate the template you want to copy.
4. Click the **Three Dots (⋮)** menu on the template.
5. Select **Copy to another workspace**.
6. A checkbox appears beside every template in the list. Select one or more templates to copy.
7. Click **Copy Selected Templates**.
8. If copying a single template that has a Live version, choose whether to copy the latest **Live** or **Test** version. If the template only has a Test version, that version is copied.
9. When copying multiple templates, the latest available **Live** version is copied where available; otherwise, the latest **Test** version is copied.
10. In the **Destination Workspace(s)** dropdown, select up to five workspaces where you have the **Owner** role.
11. Click **Confirm** to begin the copy process.

Once the process completes, the selected templates are available in each destination workspace.

### How template versioning works

Let’s say we are copying a template from Workspace A to Workspace B.
There are two versioning scenarios to keep in mind.

* 1. If the template does not exist in Workspace B, then the version created by the copy process will always be v1 (Test).
* 2. If the template already exists in Workspace B, then the copy process will create a new standalone version (neither test nor live).

> For example, if the version in Workspace B is v1 (Test), then the process will create a new version called v2. You can select this version from the version dropdown beside the template name and click “Save” to change the version to v2 (Test), or click the “Go Live” button to promote it to v2 (Live). This ensures that changes to existing versions in the destination workspace are not overwritten and gives you control over when to save or promote the copied template.

> Understand Fyno Templates—the master blueprints for managing your omni-channel message content without code redeployments.

## Docs

- [Creating a Template](https://fyno.io/docs/template-creation.md): Learn how to create, manage, test, and publish notification templates across all supported channels in Fyno using static and dynamic content.
- [SMS Templates](https://fyno.io/docs/template-creation-sms.md): Create synced or non-synced SMS templates, configure DLT template details, add dynamic content, test messages, manage versions, and submit approval requests.
- [DLT SMS Templates and Guidelines](https://fyno.io/docs/dlt-sms-templates.md): Understand DLT SMS template categories, TRAI regulations, template validation rules, character limits, and best practices for registering SMS templates in India.
- [WhatsApp Templates](https://fyno.io/docs/template-creation-whatsapp.md): Create and manage WhatsApp templates using template, simple, and interactive message types, with support for dynamic content, versioning, approvals, and provider-specific capabilities.
- [WhatsApp Template Messages](https://fyno.io/docs/whatsapp-template-message.md): Create and manage WhatsApp template messages in Fyno. Learn how to use synced and non-synced templates, configure placeholders, buttons, Meta Flows, dynamic URLs, Fyno Shorty, testing, previews, and publishing workflows.
- [Simple WhatsApp Messages](https://fyno.io/docs/whatsapp-simple-message.md): Create simple WhatsApp reply messages in Fyno using text, images, videos, audio, documents, locations, and stickers. Learn supported media types, provider compatibility, placeholders, previews, and publishing workflows.
- [Interactive WhatsApp Messages](https://fyno.io/docs/whatsapp-interactive-message.md): Create interactive WhatsApp messages in Fyno, including menus, call-to-action buttons, location requests, address requests, Meta Flows, order updates, and order details messages.
- [How to Track URL Clicks in WhatsApp](https://fyno.io/docs/track-url-clicks-in-whatsapp.md): Learn how to track URL clicks in WhatsApp messages using Fyno Shorty for templates created either in Fyno or through Meta and other WhatsApp Business Solution Providers (BSPs).
- [Email Templates](https://fyno.io/docs/template-creation-email.md): Create, manage, test, and version email templates using Stripo, Unlayer, or HTML editors. Learn about dynamic content, attachments, unsubscribe management, reusable components, and approval workflows.
- [How to Add Attachments in Email](https://fyno.io/docs/how-to-add-attachments-in-email.md): Learn how to attach files to emails using static uploads, dynamic placeholders, fixed file mappings, and runtime-generated attachments in Fyno.
- [How to Add CC and BCC Recipients in Email](https://fyno.io/docs/how-to-add-cc-bcc-to-email.md): Learn how to configure CC and BCC recipients in emails using the Notification Event API or the email editor in Fyno.
- [How to Override Email Sender Details](https://fyno.io/docs/how-to-override-sender-details.md): Learn how to override email sender details such as From Name and From Email using the Notification Event API or the email editor in Fyno.
- [AMP Email Template](https://fyno.io/docs/amp-email-template.md): Learn how to create and send AMP emails with interactive content such as forms, carousels, and accordions, along with sender registration requirements and fallback email guidelines.
- [Push Templates](https://fyno.io/docs/template-creation-push.md): Create and manage push notification templates with Android and iOS-specific settings, actions, media, dynamic content, testing, versioning, and approval workflows.
- [InApp Templates](https://fyno.io/docs/template-creation-inapp.md): Create and manage InApp notification templates with rich content, attachments, CTAs, dynamic content, testing, versioning, and approval workflows.
- [Voice Templates](https://fyno.io/docs/template-creation-voice.md): Create and manage voice templates for IVR, text-to-speech, and call connect workflows across supported voice providers, including testing, dynamic content, and approval workflows.
- [Web Push Templates](https://fyno.io/docs/web-push-template.md): Create and manage web push notification templates with rich media, action buttons, dynamic content, testing, and approval workflows for desktop and mobile web.
- [RCS Templates](https://fyno.io/docs/rcs-template.md): Create and manage RCS templates including template messages, simple messages, rich cards, and carousels with media, buttons, dynamic content, and approval workflows.
- [Slack Templates](https://fyno.io/docs/template-creation-slack.md): Create and manage chat templates for Slack, Discord, and Microsoft Teams, including dynamic content, placeholders, testing, versioning, and approval workflows.
- [Discord Templates](https://fyno.io/docs/template-creation-discord.md): Create and manage chat templates for Discord, including dynamic content, placeholders, testing, versioning, and approval workflows.
- [Microsoft Teams Templates](https://fyno.io/docs/template-creation-teams.md): Create and manage chat templates for Microsoft Teams, including dynamic content, placeholders, testing, versioning, and approval workflows.
- [Dynamic Content](https://fyno.io/docs/template-dynamic-content.md): Learn how to use placeholders, system variables, Handlebars, and components to create personalized and reusable content across Fyno templates.
- [Handlebars](https://fyno.io/docs/templates-handlebars.md): Learn how to use Handlebars in Fyno templates, or generate them with Fyno AI, to create dynamic content with placeholders, conditional logic, loops, date formatting, mathematical operations, custom helpers, and advanced template expressions.
- [Fyno Shorty](https://fyno.io/docs/url-shortener.md): Create trackable short URLs in Fyno using Fyno Shorty. Generate generic or user-specific shortened links, track clicks across channels, configure exclusions, and build dynamic URLs using placeholders.
- [Fyno Verify](https://fyno.io/docs/fyno-verify-otp-link.md): Configure Fyno Verify to authenticate users using OTPs or verification links across SMS, Email, WhatsApp, Push, In-App, and Voice channels. Customize validation rules, retries, expiration periods, and multichannel verification workflows.