Notifications

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

Notifications can be delivered through three channels, but channel availability varies by event: 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. Some events are email-only. For example, account archive/restore and payment success/failure notifications do not currently support SMS or in-app delivery.

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Notification events

Templates are available for the following events:

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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, Return Approved):

• {{ lead.public_id }}, {{ 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 }}
• Return 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.

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