Creating a Template | Fyno Documentation

A template holds the content Fyno sends for a notification. You can create one template with content for every channel you need, and each channel is edited separately inside the same template.

A template can consist of two types of content:

Static Content: This portion of the template remains consistent for all recipients and contains the core message or design of your notification.
Dynamic Content: This part of the template includes placeholders that are dynamically populated with user-specific information. These placeholders can be mapped to data from your data payload, allowing you to personalize the notification content for each recipient. Examples of dynamic content include customer names, SIP amounts, due dates, and other relevant information. Learn more in Dynamic Content.

Supported channels

A channel needs a template before Fyno can send on it. Templates support the following channels.

Channel	Guide
SMS	SMS Templates
WhatsApp	WhatsApp Templates
Email	Email Templates
Push	Push Templates
InApp	InApp Templates
Voice	Voice Templates
Webpush	Web Push Template
RCS	RCS Template
Slack	Slack Template
Discord	Discord Template
Teams	Teams Template

Create a template

Open the Templates page

Go to Templates → Fyno and click Create in the top right corner.

Name the template

Enter a Name. Use something your team will recognize, such as order_shipped or sip-payment-reminder.

Add it to a group (optional)

Choose a group from Add To Group (Optional) to keep related templates together.

Select channels

Select every channel this template should support, or select Use all channels. SMS is selected by default. You can add or remove channels later from the editor.

Submit

Click Submit. The template editor opens with the first channel ready to edit.

The template editor

The editor has four areas. The example below shows an SMS channel, but the layout is the same for every channel.

Header bar

Element	What it does
‹ Fyno-Templates	Returns to the Templates page.
Template name and version dropdown	Shows the version you are viewing, for example v1 (Live). Use the dropdown to switch between versions.
Last published	Shows who last took the template live, which version, and when.
History icon	Opens the change logs.
Go Live	Promotes the current version to Live.
Save	Saves your changes as a Test version.

Left panel

Channels lists every channel in the template. Click a channel to edit it, or click Add to add another channel.
Search finds placeholders, Handlebars helpers, variables, and components by name.
Placeholders, Handlebars, System Variables, and Components hold everything you can insert as dynamic content.

Content editor

The channel-specific form where you write the message. Its toolbar includes:

Reset, which reverts unsaved changes in this channel.
Clear (eraser icon), which empties the channel’s fields.
Run Test, which sends a test message to a real recipient.

Preview

A live device preview on the right that shows how the message will appear to the recipient, with sample values filled in for any placeholders.

Add dynamic content

Dynamic content is written using double curly braces, for example {{customer_name}}. At send time, Fyno replaces each one with the matching value. The left panel gives you four sources of dynamic content.

Placeholders

Placeholders are replaced with values from the data payload you send when you trigger a notification.

Open the placeholder editor

Click + next to Placeholders in the left panel.

Add keys and sample values

In the Form tab, enter a Key and a Sample value for each placeholder. Click Add Key for more rows, or switch to the JSON tab to paste them all at once.

Save the placeholders

Click Done. Sample values are only used for the preview and for test sends.

Use them in your content

Type the key inside double curly braces wherever you need it, for example Hi {{name}}, your order {{order_id}} has shipped.

In the JSON tab, sample values look like this:

{
  "name": "Priya",
  "order_id": "ORD-48213",
  "amount": "2,499"
}

Want short or trackable links? Click Configure on the Shorten and track URLs with Fyno Shorty banner inside the placeholder editor. See Fyno Shorty for details.

Placeholder keys can contain letters, numbers, periods (.), underscores (_), and hyphens (-). A key cannot be made up of numbers only.

Handlebars

Handlebars helpers transform values at send time, such as formatting dates, doing arithmetic, changing text case, or showing content only when a condition is true. The editor groups 48 helpers into categories.

Category	Use it to
Content	Insert or repeat blocks of content.
Date & Time	Format and adjust dates and times.
Math	Perform arithmetic on numeric values.
String	Change case, trim, replace, and otherwise transform text.
Compare	Check whether values are equal, greater, or smaller.
Logic Gates	Combine conditions with and/or logic.
Build Your Own	Compose your own expression from the helpers above.

See Handlebars for every helper with examples.

System Variables

System Variables are values Fyno already knows, so you do not need to send them in your payload.

Group	What it contains
Digest	Values for templates sent through a digest in a workflow.
User Properties	Properties from the recipient’s user profile.
Subscription	Values related to the recipient’s subscription preferences.
Verify	Values generated by Fyno Verify.

To use a user profile property, follow this format:

Property type	Format	Example
Built-in property	`{{$user.$<property>}}`	`{{$user.$name}}`
Custom property	`{{$user.<property>}}`	`{{$user.loyalty_tier}}`

Components

Components are reusable building blocks, such as a PDF attachment or a shared header, that you create once and use across templates. Click + next to Components to add one, then select it to insert it.

Learn more in Components and Dynamic Content.

Test a template

Send a real message before you attach a template to a notification event, so you can catch problems early.

Click Run Test

Open the channel you want to test and click Run Test at the top of the content editor.

Choose a recipient

Enter the recipient’s destination, such as a mobile number or email address, or enter the distinct_id of a user profile.

If you use a distinct_id, use a test user profile so real customers never receive test messages.

Choose a provider

Select one of the providers already configured for this channel in your integrations.

Send

Click Test. Fyno shows whether the send succeeded or failed, along with a link to the Sent Logs entry.

Save and go live

Every template has Test and Live versions, so you can work on changes without affecting what your users receive.

Action	Result
Save	Saves your changes as a Test version. The current Live version keeps sending as before.
Go Live	Promotes the version you are viewing to Live.

The version dropdown next to the template name shows which version you are viewing, for example v2 (Test) or v1 (Live).

When a template goes live, every notification event, workflow, and campaign that uses it starts sending the new Live version immediately. Test before you go live.

View change logs

Click the history icon in the header bar to see every change made to the template. Each entry shows:

Who made the change.
Which version was changed.
The date and time of the change.

Request approval to go live

If your workspace has Approval enabled in security settings (a maker-checker workflow), clicking Go Live raises an approval request instead of publishing straight away.

As the requester

As the approver

Click Go Live

The Request Approval dialog opens.

Choose approvers

Open the Select Approvers dropdown and select one or more approvers.

Add a message and decide when it goes live

In Write a Message, add a short reason for the request. Select Go live on approval to publish automatically once the request is approved. Leave it unselected if you want to publish manually after approval.

Send the request

Click Request. The pending request appears at the top of the template page, along with the number of approvals required.

Cancel the request (optional)

To withdraw the request, click Cancel Request, then click Confirm.

Once approved, the version goes live automatically if the requester selected Go Live on approval. Otherwise, the requester clicks Go Live to publish it. See Approval Request for more.

Next steps

SMS Templates

Build SMS content with DLT support, encoding, and sender settings.

WhatsApp Templates

Build template, simple, and interactive WhatsApp messages.