Notification templates

The wording of messages the system sends: reminders, alerts, announcements posted by automations. Editing them here changes what everybody receives.

Menu path Utilities › Notification templates

Address https://hub.cnvconnect.com/utilities/notification-templates

Permission noti_templates:view

Who uses it administrators

The screen

1. Page title — notification template.
2. Create new template — writes a new message.
3. Empty state — no templates yet.

How to…

Write a template

1. Select Create new template.
2. Name it after the moment it is sent ("Contract expiring in 30 days").
3. Write the message. Use the placeholders the editor offers — employee name, date, record number — so one template serves everybody.
4. Save, then reference it from the automation flow that sends it.

Change what an existing notification says

Edit the template. The change applies to messages sent from that moment; messages already delivered are unaffected.

Notes

• These are in-app and chat notifications. E-mail bodies live in E-mail templates, and agent replies to customers live in reply templates.
• A template on its own sends nothing — an automation, or a system event, has to reference it.
• Keep them short. Most are read on a phone, on a notification screen, in three seconds.