Core FeaturesTemplatesCreating a Template

SMS Templates

Creating Templates for SMSes has been made super simple with Fyno’s template feature.

You need to follow the below steps to create a SMS template

Template Types

  • Synced : If you have synced/uploaded all DLT approved SMS templates into Fyno. All these templates will be available under Templates -> External -> SMS
  • Not Synced : If your SMS templates are not synced with Fyno.

Synced SMS Template

1External Template Name/Id - If your templates are SYNCED, you can select the template from the dropdown.
2If your template has any placeholders, it will appear under ‘Body variables’ as shown below. Once you provide sample values for the placeholders, they will reflect in the Preview section.
3Click Save which will save the template in Test versions. Use Go Live when you are ready to move your template into the “Live” version.
External Template Name/Id is required only if you are sending it to Indian mobile numbers. If not, select ‘Not Applicable’

Non Synced SMS Template

1External Template Name/Id - If your templates are NOT SYNCED, you will need to enter the DLT Template name or Template Id.
2SMS Content - You can enter the content of the message in the SMS Content section.
3Unicode Message (Optional) - Enable this to send unicode message, if the content or placeholder values may contain unicode or non-English characters.
4Placeholders: Below the “Channels” section on the left, you can find placeholders. Placeholders are denoted by {{}}. You may define the parameters of Placeholders by clicking on it, which opens up a pop-up window where you can define them. You can use our Handlebar functions with your placeholders for operations such as Date formatting, number formatting, arithmetic operations etc. Check out this comprehensive guide on how to use “Handlebars”
5Review your content and take a look at what your message would look like in the Preview section on the right.
6Click Save which will save the template in Test version. Use Go Live when you are ready to move your template into the “Live” version

Additional Configuration (Optional)

  • Override Sender Id: You can specify any approved SenderId/Header here to override the default one configured in your Integration. E.g., using SenderId CLXYZA instead of the configured CLABCD in the integration.
  • Send as a Flash Message:A flash message appears on the mobile device’s screen, without having to access the SMS storage application on the device.
To use any user property in your templates, you can add it in this format - {{$user.$<user_property>}}. For example, to add Name as placeholder from User profile, you can add it as {{$user.$name}}
Did you know?
You can use period (.), underscore (_) or hyphen (-) within the handlebars. Try it now!
You cannot use only numeric values as placeholder keys!

How to test SMS template?

You can use this feature to conduct thorough testing of a template prior to its inclusion in any Notification Event. This ensures the early detection and resolution of any potential issues, ensuring a seamless user experience.

1Click ‘Run Test’ on the top right hand side of the template.
2It opens the pop up as shown below.
3You can either enter the mobile no of the recipient where the SMS should be sent or you can enter distinct_id. Please make sure to enter Distinct_id of Test User profiles
4Select a SMS service provider which is already configured in Fyno.
5When you click ‘TEST’, it will send SMS to the recipient with the selected service provider. You will see the success or failure message along with the link for Sent Logs.

How to add dynamic content in template?

You can add dynamic content in your templates using one of the 4 options mentioned below.

How to view change logs?

To view the history of all the modifications made to a template, you can utilize the change logs feature.

To do so, locate the history icon positioned at the top right corner of the template page, as shown in the image below, and click on it to view the change logs.

It shows the following details

  • Who updated it
  • Which version was updated
  • At what date & time its updated.

How to raise Approval requests

If your workspace has maker-checker workflow enabled for template management, the ‘Go Live’ action requires an additional approval step. You’ll need to choose from your designated approvers who will review and authorize the template changes.

You can read more about it here