Notification Templates

Navigate to the Notification Templates Section

1. Using the Main Menu, Select Admin → Notification Templates

There are 2 types of Notification Template that can be setup:

• Email - for emails

• SMS - for text messages

Email Templates

Notification templates may include data extracted from the system. This allows you to customise the templates for each event notification. See Content Substitution Reference below for more information

Create a new Email Template

Click New Email Template and fill out the form in the same way that you would compose an email.

SMS Templates

Click New Email Template and fill out the form in the same way that you would compose a text message.

Content Substitution Reference

The following codes are directly related to each workorder. Any workorder event notification will have this information available.

Name	Code
Basic Information
Workorder Id	{wo_id}
Reference	{ref}
Thirdparty Reference	{thirdparty_ref}
Delivery Address	{wop_delivery.address}
Delivery Contact	{wop_delivery.contact}
Dates
Creation Date	{created_at}
Close Date	{closed_at}
Invoice Date	{invoice_at}
Last Status Update Date	{wo_status_updated_at}
Last Sub Status Update Date	{wo_substatus_updated_at}
Group Scheme
Group Scheme Id	{group_scheme_id}
Group Scheme Name	{group_scheme.name}
Group Scheme Image	{group_scheme.image_path}
Customer
Customer Id	{customer_id}
Customer Name Formatted	{customer.name_formatted}
Customer Name (Company)	{customer.name}
Customer First Name	{customer.first_name}
Customer Identifier	{customer.last_name}
Customer Lookup Url	{customer.lookup_url}
Customer Unique Public Identifier	{customer.unique_ident}
Customer Address	{customer.address}
Customer Contact	{customer.contact}
Product
Type	{product.type}
Brand	{product.brand}
Model	{product.model}
Location
Location Id	{location_id}
Location Name (Id)	{location.name}
Location Name	{location.name_only}
Location Ident	{location.ident}
Location Image	{location.image_path}
Location Address	{location.address}
Location Contact	{location.contact}
Location Telephone 1	{location.telephone_1}
Location Telephone 2	{location.telephone_2}
Location Mobile 1	{location.mobile_1}
Location Mobile 2	{location.mobile_2}
Location Fax 1	{location.fax_1}
Location Fax 2	{location.fax_2}
Location All Numbers	{location.all_numbers}
Location Email 1	{location.email_1}
Location Email 2	{location.email_2}
Location Email 3	{location.email_3}
Locations All Emails	{location.all_emails}

Including a Child Record's Data

There may be instances where you want to include data that is related to a workorder.

e.g. if you add a new shipment, you may want to include the Shipmen's tracking number as part of a notification to a customer.

Below is a list of associated data which can also be included.

These are only available for some events.

Name	Code	Events
Tracking Number	{shipment.tracking_number}	Shipment Tracking Added
Tracking Link	{shipment.tracking_link}	Shipment Tracking Added
Courier	{shipment.courier_name}	Shipment Courier Added