Three types of templates exist (SMS, Email, Hook), and must be linked to one type of scenario (“Dispute”, “Transaction” or “Installment Payment”). You cannot use an SMS template for Transaction in a Dispute scenario. In the end, a template will be linked to one or more specific rules within one or more scenario.
It's necessary to foresee what kind of templates you will need for each set of rules created.
A header (generally a logo) and a footer (generally an address and a link to the Terms and Conditions) is required to create an Email template and must be created upstream. It is possible to add an attachement to the Email template.
Only the name of the sender is required in this case.
In the beginning, you can create an Authentication mode that will help you to have a securised connection. If you choose so : you must enquire a name, choose a type of authentication then add your login and password. Your password and login will be stored in a securised space.
Then, at the creation of the template, you can chose an authentication mode. An URL is required, it will be there the hook will be sent. The type of Hook (Text, JSON or XML) must be chosen too.
At the creation of the template, you need to choose one or more languages. Dependant of the language of the receiver, the language of the template corresponding will be sent. If the language corresponding is not available, and the creator chose only one language, the template in this language will be used. If the creator chose multiple languages, the English one will be searched and sent. If the English one is not available, then the first language defined will be sent.
For each template a content for each language chosen is required. We recommend creating dynamic content with the use of the tags. Each tag begins with a “#” . Once you typed a “#”, the list of the available tags will be displayed. Each tag will be replaced by the personal information of the Transaction, Dispute or Installment Payment when the notification is sent.
Once the content typed you can visualize the final result with the tags replaced by example data. Please note if a problem occurs in the preview, the problem will occur in the real notification.
The tag system can be used in the three types of template (SMS, Email and Hook).
