Edit existing notification templates and create new ones for your Orders and Leads on the “Settings > Notifications > Templates'' page.

Notification templates are company-wide and can be used in any location.

1. Go to the “Settings > Notifications > Orders” page and press “+ Template”.

2. Get a dialog window for template creation, complete details (title, message), and press “Save”.

Use variables from the list on the right to add dynamic data that RemOnline will automatically fill from the corresponding fields in your Order forms and Client forms. Variable values in templates look different in ready-to-send notifications.

For instance, the {Client Name} variable value can be Bob (3 characters) or Joseline Stone (14 characters).

This determines the number of characters in notifications (length), and this may in turn lead to sending multiple SMS for too long messages.

Done! Your first notification template for Orders has been successfully created.

1. Go to the “Settings > Notifications > Leads” page, then press “+ Template”.

2. Get a dialog window for template creation, complete details (title, message), and press “Save”.

Use variables from the list on the right to add dynamic data that RemOnline will automatically fill from the corresponding fields in your Lead forms and Client forms. Variable values in templates look different in ready-to-send notifications.

For instance, the {Client Name} variable value can be Bob (3 characters) or Joseline Stone (14 characters).

This determines the number of characters in notifications (length), and this may in turn lead to sending multiple SMS for too long messages.

Success! You’ve just created a new notification template for Leads.

Click the template title to edit a corresponding notification template. Change what you need and press “Save”.

Hit the template title and press “Remove” to remove a selected notification template from the list.

Select multiple templates, then you can make bulk actions, remove all selected templates at once or duplicate.