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

# Templates

> Learn how templates work in Fyno and how to create, manage, organize, and publish content across multiple notification channels.

Templates are a one-stop shop for all your message content that needs to be recorded and stored in a safe place within the Fyno App, that can be used when needed.

Be it static or dynamic templates with variable or replaceable parameters for important details and personalisation of messages, we got you covered, as always!

Templates are stored based on the Channel Type as per the Integrations Section. This is the second and crucial step in the Fyno building blocks to create your perfect notification event flow.

## Getting Started with Templates

From the left navigation panel select Templates to open the section.

Let's run through the Templates Page to have a better understanding of how it works.

On the landing page, to the left, you will find an easy toggle to change your view between a card grid and a list view, for your convenience.

Your option to filter out only the **Live** routes is at the top of the page.

### Create

To create a new Template Collection click on the "Create+" button on the right side of the page.

In the pop-up that appears, fill in a relevant name for the Template.

Select a group. This helps you organize all related templates under a single group for easier management.

Select the channel you want to create for this template, which can be any/all of:

* SMS
* Email
* WhatsApp
* Slack
* Discord
* Teams
* Push
* In-App

Once you're ready, click on "**Submit**".

### Template Collection Cards

On the landing page of the Templates section, you will be able to see all the templates created.

You can also search for templates by entering their names using the search bar at the top of the page.

On each template card, you will see:

* Template Name
* Created time/date.
* The corresponding channels for which templates have been configured within that collection. (Explained more in detail below)
* The "More" (Three dots) menu allows you to:
  * Rename your template
  * Delete your template
  * Promote Test to Live

### How to copy Templates to another workspace

Templates can be copied from one workspace to another workspace that you own.

> **Note**
>
> **Prerequisite:** You must have the **Owner** role in the destination workspace to use this feature.

> **Note**
>
> **Note:** Only Fyno Templates (**Templates** → **Fyno**) can be copied. External Templates (**Templates** → **External**) are not supported.

#### Before you copy

Only the template itself is copied. Any external dependencies must be resolved or created in the destination workspace before you can use the copied template.

Before copying, ensure you:

* **Components:** If the template uses reusable components, copy those components first (see [Copying Components](#copying-components) below).

#### Steps to copy templates

Open the source workspace containing the template.

Go to **Templates** → **Fyno**.

Click the three-dot (**⋮**) menu on the template you want to copy.

Select **Copy to another workspace**.

Select one or more templates to copy (if required).

Click **Copy Selected Templates**.

Choose which version to copy:

* If you're copying a **single template** that has both Live and Test versions, choose which version to copy. (If only a Test version exists, the Test version is copied).
* When copying **multiple templates**, the latest available version (Live or Test) of each template is copied automatically.

Select up to five destination workspaces where you have the **Owner** role.

Click **Confirm** to start the copy process.

The selected templates will now appear in each destination workspace.

#### Template versioning

The versioning behavior of the copied template depends on whether it already exists in your destination workspace:

### When the template does not exist in the destination workspace

* A new template is created as `v1` (Test).

### When the template already exists

* A new standalone version is created without modifying existing versions.
* For example:
  * **Existing version:** `v1` (Test)
  * **Copied version:** `v2`
* You can then:
  * **Save** to make it `v2` (Test), or
  * Click **Go Live** to promote it to `v2` (Live).

> This prevents existing versions from being overwritten and gives you control over when the copied version becomes active.

> Learn how templates work in Fyno and how to create, manage, organize, and publish content across multiple notification channels.

## Docs

- [Fyno Templates Overview](https://fyno.io/docs/fyno-templates-overview.md): Understand Fyno Templates—the master blueprints for managing your omni-channel message content without code redeployments.
- [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.
- [External Templates](https://fyno.io/docs/external-templates.md): Create, manage, approve, and sync WhatsApp and SMS templates from supported providers into Fyno for use across notifications, templates, and workflows.
- [SMS Template](https://fyno.io/docs/external-templates/sms/template-overview.md): Manage DLT-registered SMS templates, configure variables, monitor approval status, sync templates from providers, and track template lifecycle changes in Fyno.
- [SMS Template Types](https://fyno.io/docs/external-templates/sms/template-type.md): Understand the different SMS template categories, including Transactional, Service Implicit, Service Explicit, and Promotional templates, along with their use cases and DLT requirements.
- [Create and Configure SMS Template](https://fyno.io/docs/external-templates/sms/create-and-configure-sms-external-template.md): Create and configure SMS templates by defining template details, DLT settings, message content, encoding preferences, and SMS credit usage.
- [SMS - Save as Draft vs Send for Approval](https://fyno.io/docs/external-templates/sms/save-or-send-for-approval-for-sms.md): Understand the SMS template lifecycle in Fyno, including draft creation, DLT submission, approval workflows, status tracking, and template readiness for messaging.
- [SMS - Sync / Re-sync Templates](https://fyno.io/docs/external-templates/sms/sync-resync-templates.md): Import and synchronize SMS templates from DLT providers to keep template content, approval statuses, and template availability up to date in Fyno.
- [Create an Approval Request for SMS](https://fyno.io/docs/external-templates/sms/create-approval-request.md): Create and submit approval requests for SMS External Templates by selecting approvers, configuring approval settings, and managing Meta submission preferences.
- [WhatsApp Templates](https://fyno.io/docs/external-templates/whatsapp.md): Create, sync, manage, and monitor WhatsApp templates in Fyno. Learn about template categories, approval statuses, quality ratings, drafts, synced versions, and common rejection reasons.
- [Create a Marketing WhatsApp Template](https://fyno.io/docs/external-templates/whatsapp/create-marketing-whatsapp-templates.md): Create WhatsApp Marketing templates with text, media, buttons, flows, and carousel cards to send promotional campaigns, announcements, and customer engagement messages.
- [Create a Utility WhatsApp Template](https://fyno.io/docs/external-templates/whatsapp/create-utility-whatsapp-templates.md): Create WhatsApp Utility templates for transactional messages such as order updates, payment notifications, reminders, confirmations, and account alerts.
- [Create an Authentication WhatsApp Template](https://fyno.io/docs/external-templates/whatsapp/create-authentication-whatsapp-templates.md): Create WhatsApp Authentication templates for OTP and verification code delivery using zero-tap auto-fill, one-tap auto-fill, or copy code methods.
- [Save as Draft vs Send for Approval](https://fyno.io/docs/external-templates/whatsapp/save-or-send-for-approval.md): Understand the difference between saving a WhatsApp template as a draft and submitting it for Meta approval, including template statuses, updates, and draft version management.
- [Sync / Re-sync WhatsApp Templates](https://fyno.io/docs/external-templates/whatsapp/sync-resync-templates.md): Sync existing WhatsApp templates and flows from supported providers into Fyno, refresh template statuses, and keep template metadata up to date.
- [Create an Approval Request for Whatsapp](https://fyno.io/docs/external-templates/whatsapp/create-approval-request.md): Create and submit approval requests for WhatsApp External Templates by selecting approvers, configuring approval settings, and managing Meta submission preferences.
- [Why Delivery Rates of WhatsApp Marketing Notifications Are Low](https://fyno.io/docs/whatsapp-marketing-delivery.md): Understand common WhatsApp marketing delivery failures, Meta error codes, template recategorization impacts, marketing message limits, and best practices to improve deliverability.