The Smart DMS supports fully customizable SMS templates that are used to notify users via SMS when specific events occur — such as OTP verification, task updates, login alerts, or custom events.
Access the settings page by going to Communication > Settings > SMS Settings > Message Templates
There are two types of templates you can manage:
1. System Templates #
System templates are pre-defined by the system and are triggered automatically when specific actions take place. For example:
- Sending an OTP when a user logs in
- Notifying users about deductions or task status changes
You can:
- Enable or disable each template using the Active toggle
- Edit the message content in the Body field
- Use dynamic placeholders (called tags) like:
{{name}}– recipient’s name{{otp}}– one-time verification code{{brand_name}},{{brand_phone}},{{brand_website}}– for branded identity
If a system template is disabled, the related SMS will not be sent when that event occurs.
2. Custom Templates #
Custom templates can be created for specific workflows or campaigns, such as:
- Custom approval flows
- Marketing follow-ups
- Scheduled reminders
Tag Usage Guidelines #
Tags allow you to personalize each message. Anything inside {{ }} will be replaced with real values when the SMS is sent. For example:
{{name}}→ “John”{{otp}}→ “456789”
Always ensure you use valid and supported tags to prevent empty or broken messages.
