Communication Templates
Page Header: "Message Templates - Create and manage email and SMS templates for automated communications"
Customize automated messages sent by the system.
Template Types
Six automatic template types are available:
Application Received
When someone submits an application
Application Approved
When you approve an application
Application Denied
When you deny an application
Admin Invitation
When inviting new administrators
Inquiry Notification
To organization admin email when new inquiries arrive
New User Account
When an admin creates a new user account
You can also create custom templates for other uses.
Page Controls
Search
Find templates by name, subject, or body content
Filter by Type
Email or SMS
Filter by Status
Active or Inactive
Sort
By template name, type, or creation date
+ New Template
Create a new template
Creating a Template
Go to Message Templates in the sidebar
Click + New Template
Fill in the form:
Template Name
Yes
Internal identifier
Template Type
Yes
Email or SMS
Email Subject
If Email
Subject line for emails
Email Body
If Email
Email content (supports variables)
SMS Body
If SMS
Text message content (supports variables)
Active
No
Toggle to make this the default template
Click Save
When creating an automatic template type, the system pre-fills default content you can customize.
Template Variables
Insert dynamic content using placeholders. Available variables depend on the template type:
Application Templates (Received, Approved, Denied)
{applicantName}
Person's full name
{shelterName}
Shelter name
{applicationId}
Application reference number
{submittedDate}
When the application was submitted
{updatedDate}
When the status changed (Approved/Denied only)
{organizationName}
Your organization name
{shelterPhone}
Shelter phone number
Inquiry Notification (Staff Alerts)
{applicantName}
Person's full name
{shelterName}
Shelter name
{applicationId}
Application reference number
{submittedDate}
When submitted
{priorityScore}
Calculated priority (0-9)
{circumstances}
Special circumstances
{householdSize}
Number of people
{housingStatus}
Current housing situation
{county}
Applicant's county
{applicantEmail}
Applicant's email
{applicantPhone}
Applicant's phone
{organizationName}
Your organization name
{organizationSlug}
Organization URL slug
Admin Invitation
{inviteeEmail}
Invited person's email
{organizationName}
Your organization name
{accessCode}
Their unique access code
{shelterNames}
Shelters they'll have access to
{expiresAt}
When the invitation expires
New User Account
{firstName}
User's first name
{lastName}
User's last name
{email}
User's email
{password}
Generated password
{organizationName}
Your organization name
Template Table
Each template shows:
Type
Badge showing Email or SMS
Subject
Email subject line (if email)
Message Preview
Truncated preview of body content
Status
Active or Inactive badge
Created
When the template was created
Actions
Edit and Delete buttons
Pagination
Results are paginated with 10 templates per page.
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