Templates

Schedule emails and SMS to send the right message to the right customer, at the right time.

With our email and SMS templates, you have the opportunity to stay close to your customers in their lifecycle, creating and configuring the automated messages they will receive (triggered by different events).

For example, you can inform your customer of a successful payment, welcome him to a subscription, among others.

For emails, you can edit the HTML (adapting it to your brand identity) from our platform and, in the case of SMS, modify the messages you will send in each case.

Why is it important to configure your email and SMS templates?

Because you can optimize your customer lifecycle, taking relevant actions that allow you to win...

  • Transparency. Sending the right message at the right time will position your business as a serious, dedicated and transparent company.

  • Retention. If a payment fails or a customer didn’t pay for their subscription renewal, you can proactively send a notification to retain them (reducing churn rate).

  • Loyalty. By receiving instant notifications of their payments and subscriptions status, your customer will trust you and your service even more.

Events

In the "settings" section, you will see all the events that work as "triggers" for your messages, setting which of them to send (by email, SMS or both) and which not (if you leave the space blank).

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How to edit your email templates?

Rebill has its own module for creating and editing email templates. In the “email templates” section, you can see all the events and configure the particular template for each one.

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By clicking on “edit”, you will access the template editing module, where you can…

  • Modify the email wording.
  • Change logos, colors and icons, according to your brand.
  • Configure the properties to customize the message.

On the right side of the screen, you will see all the editing options, with the possibility of adding new blocks (image, text, etc.) and, by clicking on the email body, you cab start editing the HTML.

How to edit your SMS messages?

Within the "message templates" section, you can edit each message you will send through this channel.

At first, you will see default messages (those that will be sent if you choose not to edit them) with their respective properties, which you can modify whenever you want.

For example, this is a message you can send when the customer has successfully subscribed to one of your plans, indicating the amount and signing with your organization name:

Your subscription for {{subscription.transaction_amount}} has been created successfully - {{organization.name}}.

Property management

Templates have access to different properties. For example, the welcome template for a subscription can use objects called "subscription" and "customer", with properties that describe the customer and the requested subscription.

Example:

Hello {{customer.firstName}} {{customer.lastName}

A new subscription with the name {{subscription.title}} has been created.

List of objects and their properties

The Customer object

Contains the customer's information.

Available Properties:

NombreTypeDescription
idintegerid asignado cuando se crea
firstNamestringprimer nombre
lastNamestringprimer apellido
emailstringcorreo electrónico
phone_areacodestringcódigo de area
phone_numberintegernumero de teléfono
personalID_typestringtipo de documento
personalID_numberintegernumero de documento
address_streetstringnombre de calle
address_numberintegernumero de calle
address_floorstringnumero de piso
address_aptstringnumero o nombre de apartamento
address_citystringciudad
address_provincestringprovincia
address_zipcodestringcódigo postal

The Subscription object

Contains the subscription's information.

Available Properties:

NombreTypeDescription
idintegerassigned id when created
plan_idintegerid del plan
statusstringestado actual
descriptionstringdescripción
titlestringtitulo asignado
frequency_typestringtipo de frecuencia
frequencyintegernumero de la frecuencia
personalID_numberintegernumero de documento
repetitionsintegernumero de repeticiones
currentRepetitionintegerrepeticiones restante
free_trial_frequency_typestringtipo de frecuencia
free_trial_frequencyintegernumero de la frecuencia
transaction_amountfloatmonto a cancelar
next_process_datestringfecha próxima de pago
currency_idintegerid de moneda

The Card object

Contains the customer's card information.

Available Properties:

NombreTypeDescription
expiration_monthintegerid asignado
expiration_yearintegerid del plan
first_six_digitsstringestado actual
last_four_digitsstringdescripción
payment_method_namestringtitulo asignado
payment_method_type_idstringtipo de frecuencia
thumbnailstringnumero de la frecuencia
secure_thumbnailstringnumero de documento
issuer_namestringnumero de repeticiones
cardholder_namestringrepeticiones restante
cardholder_identification_numberstringtipo de frecuencia
cardholder_identification_typestringnumero de la