Creating a Template

Fyno offers support for 8 different notification channels. For each channel to work, a template is mandatory, without which you won't be able to send notifications.

In Fyno, templates serve as the foundation for your notification content. To streamline content management, Fyno allows you to create a single template that encompasses the content for all supported channels, including SMS, Email, WhatsApp, Push notifications, and more. 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.

  1. Once a template is created, you can add content for each channel as shown below.
  2. Click 'Add Channel' to add a new channel
  3. Click '+' next to Placeholders to add dynamic content in the template.

To understand how templates work for each Channel, let's go a little bit in-depth for each one.

  1. SMS (Messaging)
  2. WhatsApp
  3. Email
  4. Chat
  5. Push
  6. InApp
  7. Web Push
  8. Voice

Test and Live Versions

Every template that you create will be saved as Test versions, allowing you to test different variations and content of templates, to suit your needs.

When a Test version is saved, this does not disturb the Live version that may be plugged in your application and may be active.

When you are confident and happy with the Template that you have created and tested in Test version, this can then be moved into the live version by following the below steps.

  1. Make the final changes to the template and test it to make sure you are getting the desirable results.
  2. On the top of the page, next to the name of the Template, you will see the Test Version mentioned.
  3. To keep this as a Test, click on Save and the draft will be saved.
  4. To make this version of the Test version live, expand the Save menu to find Save and Promote.
  5. This will make the current version live in the Template.

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Once a Template is live, all the Notification Events into which this template is plugged in will also be automatically updated and modified.