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When you add the Teams channel to a template, the Create your Teams Template screen opens. The Preview on the right shows how the message looks in Microsoft Teams.

Add the content

Under Content, choose how you want to write the message body.

Use Text to send a simple message. Type your message and use the toolbar above the field for bold, italic, strikethrough and code formatting. You can add placeholders within {{ }}.

Placeholders

Below the Channels section on the left, you can find placeholders. Placeholders are denoted by {{ }} or Handlebars. Click a placeholder to open a pop-up window where you can define its parameters. You can use Handlebars functions with your placeholders for operations such as date formatting, number formatting and arithmetic operations. See the comprehensive guide on Handlebars.

Did you know?

You can use a period (.), underscore (_) or hyphen (-) within the handlebars. Try it now!

You cannot use only numeric values as placeholder keys.

How to add dynamic content

You can add dynamic content to your templates using one of the four options below:

How to test a Teams template

Use this feature to test a template thoroughly before including it in any Notification Event. This ensures early detection and resolution of any potential issues, for a seamless user experience.

1

Click Run Test at the top right of the template. The Test Teams template pop-up opens.

2

From the dropdown, choose Teams and enter the recipient details on Teams, or choose Distinct ID and enter it. Make sure to enter the distinct_id of a Test User profile.

3

In Teams Integration, select a Teams integration that is already configured in Fyno.

4

Auto-fill empty placeholders (optional, AI assistance): If your template has placeholders with no sample values, Fyno can fill them using AI so you can test the message. Click Yes to let Fyno fill sample values for the empty placeholders.

5

Click Run Test to send the message to the recipient with the selected integration. You see the success or failure message along with a link to the Sent Logs.

Save and go live

Click Save to save the template as a Test version. You can save different versions of the template this way. Use Go Live when you are ready to move your template to the Live version.

If template approvals are enabled in your workspace, Go Live needs an additional approval step. Choose from your designated approvers, who review and authorize the template changes. See Approval flow for the steps.