You can edit existing templates or create new ones on the Settings > Internal notifications and Settings > External notifications pages.

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

1. Go to Settings > Internal notifications > Orders or Settings > External notifications > Orders and press “+ Template”.

2. Specify the type of template (SMS or Email), title, subject (if it is Email), write the message text, and click the "Save" button.

Use variables from the list on the right to add dynamic data that Orderry will automatically fill from the corresponding fields in your Work 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. Read here to learn more about SMS and the available character limit.

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

1. Go to the Settings > Internal notifications > Leads or Settings > External notifications > Leads, then press “+ Template”.

2. Specify the type of template (SMS or Email), title, subject (if it is Email), write the message text, and click the "Save" button.

Use variables from the list on the right to add dynamic data that Orderry 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. Read here to learn more about SMS and the available character limit.

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

You can also create a new template directly from the window for sending any notification from a contact profile, from the order dialog window, inquiry, etc.

To do this, simply click + Template and fill in all the necessary fields as described above.

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 them.