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Notification templates let you customize the messaging customers receive when events happen in the system. You control the verbiage, formatting, and what details are included in each notification.

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Channels

Each notification can be delivered through three channels:
ChannelDescriptionRequirements
EmailSent via SendGridSendGrid integration
SMSSent via TwilioTwilio integration
In-AppDisplayed in the customer portalNone
Each channel has its own template, so you can tailor the message format and length appropriately—detailed HTML emails, concise text messages, and quick in-app alerts.

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Notification events

Templates are available for the following events:
EventDescription
Lead AssignedA single lead is assigned to a customer
Leads AssignedMultiple leads are assigned at once
OutbidCustomer’s bid is outbid by another customer
Bid MatchedAnother customer matches the bid amount
Buy Order ExceededCustomer’s buy order is exceeded by another
Buy Order ReinstatedCustomer’s buy order becomes the highest bid again
Customer PausedCustomer’s account is paused
Customer UnpausedCustomer’s account is unpaused
Customer ArchivedCustomer’s account is archived
Customer RestoredCustomer’s account is restored from archive
Dispute ApprovedCustomer’s return request is approved
Dispute Tier UpdatedCustomer’s return tier changes
Payment FailedA payment transaction fails
Payment SuccessfulA payment processes successfully
Under Funded BidsCustomer has bids limited by their available balance

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Template variables

Templates support merge fields using double curly braces: {{ variable_name }}. Available variables depend on the notification type.

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Common variables

These are available in all templates:
  • {{ actionLink }} - URL to the relevant page
  • {{ defaultActionText }} - Default text for the action button
  • {{ supportEmail }} - Your tenant’s support email

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Lead variables

Available for lead-related notifications (Lead Assigned, Outbid, Bid Matched, Dispute Approved):
  • {{ lead.uuid }}
  • {{ lead.full_name }}, {{ lead.first_name }}, {{ lead.last_name }}
  • {{ lead.email }}, {{ lead.phone }}
  • {{ lead.address_1 }}, {{ lead.address_2 }}, {{ lead.city }}
  • {{ lead.leadType.name }}
  • {{ lead.details.field_name }} - Any custom field on the lead category

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Customer variables

Available for customer-related notifications:
  • {{ customer.name }}, {{ customer.email }}, {{ customer.phone }}
  • {{ customer.address }}, {{ customer.city }}, {{ customer.state }}, {{ customer.zip }}
  • {{ customer.leads_count }} - For batch notifications

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Other variables

  • Buy order notifications: {{ buyOrder.amount }}, {{ buyOrder.scope }}, {{ buyOrder.status }}
  • Dispute tier notifications: {{ disputeTier.name }}, {{ disputeTier.discount_percentage }}, {{ disputeTier.penalty_percentage }}

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Editing templates

Each notification type has separate templates for each channel. When editing:
  • Email: Supports rich text formatting (bold, italic, underline, strikethrough)
  • SMS: Plain text only—keep it concise
  • In-App: Supports basic formatting
Templates are validated when you save to ensure all variables are valid for that notification type. If you reference a variable that doesn’t exist, you’ll see an error. You can reset any template to its default at any time.