Manage Notification Templates
Last updated
Last updated
When a Recommendation Alert is triggered by a critical event, the user can receive a notification via text message or email. The notification contains a message that notifies the user of the Recommendation Alert. You can choose to create a custom message template for when a notification is triggered, or use a default template provided.
It is recommended that you read the articles listed below to improve your understanding of Recommendations:
To change what message template is used when users are notified to a Recommendation Alert, follow the steps below:
Click on Manage Recommendations.
2. Click on a Recommendation. 3. Select a Rule. 4. Scroll down and select a Notification.
5. Select a Notification channel (Email or SMS). 6. Click on Edit Templates. 7. Choose from the list of notification templates. 8. Choose between Default or Custom. 9. Press Save.
By default, each notification template is set to 'default'. You can add a custom email template instead that includes different styling. The HTML file can also include placeholders for certain data that you would like to show on the notification.
Here is an example of an HTML Template file:
To upload a custom email template, follow the steps below:
1. Click on Edit Templates on any selected notification. 2. Choose from the list of notification templates for Email. 3. Choose Custom.
4. Upload an HTML template file. 5. If you have any custom placeholders, select the values that will be in those fields. 6. Press Save.
Add capitalized placeholders for data within the HTML file between curly bracket symbols. For example, {{ALERTID}}.
This list of predefined placeholders can be used in the template without mapping:
ALERTID
HREF
TITLE
DESCRIPTION
NOTE
PENDINGTIME
RULENAME
RECNAME (Recommendation Name)
Click the link to see a preview of the email.
By default, each notification template is set to 'default'. To use a custom SMS template instead, follow the steps below:
1. Click on Edit Templates on any selected notification. 2. Choose from the list of notification templates for SMS. 3. Choose Custom. 4. Enter a custom notification message. 5. Press Save.
Use the '@' symbol to choose tags from your Data Stream.
If ‘Default’ is selected, a default notification message will be sent to your email address or mobile. This is an example of an email notification using a Default Template:
This is an example of an email notification using a Custom Template:
