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...
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Transparency. Sending the right message at the right time will position your business as a serious, dedicated and transparent company.
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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).
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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).
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.
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:
| Nombre | Type | Description |
|---|---|---|
| id | integer | id asignado cuando se crea |
| firstName | string | primer nombre |
| lastName | string | primer apellido |
| string | correo electrónico | |
| phone_areacode | string | código de area |
| phone_number | integer | numero de teléfono |
| personalID_type | string | tipo de documento |
| personalID_number | integer | numero de documento |
| address_street | string | nombre de calle |
| address_number | integer | numero de calle |
| address_floor | string | numero de piso |
| address_apt | string | numero o nombre de apartamento |
| address_city | string | ciudad |
| address_province | string | provincia |
| address_zipcode | string | código postal |
The Subscription object
Contains the subscription's information.
Available Properties:
| Nombre | Type | Description |
|---|---|---|
| id | integer | assigned id when created |
| plan_id | integer | id del plan |
| status | string | estado actual |
| description | string | descripción |
| title | string | titulo asignado |
| frequency_type | string | tipo de frecuencia |
| frequency | integer | numero de la frecuencia |
| personalID_number | integer | numero de documento |
| repetitions | integer | numero de repeticiones |
| currentRepetition | integer | repeticiones restante |
| free_trial_frequency_type | string | tipo de frecuencia |
| free_trial_frequency | integer | numero de la frecuencia |
| transaction_amount | float | monto a cancelar |
| next_process_date | string | fecha próxima de pago |
| currency_id | integer | id de moneda |
The Card object
Contains the customer's card information.
Available Properties:
| Nombre | Type | Description |
|---|---|---|
| expiration_month | integer | id asignado |
| expiration_year | integer | id del plan |
| first_six_digits | string | estado actual |
| last_four_digits | string | descripción |
| payment_method_name | string | titulo asignado |
| payment_method_type_id | string | tipo de frecuencia |
| thumbnail | string | numero de la frecuencia |
| secure_thumbnail | string | numero de documento |
| issuer_name | string | numero de repeticiones |
| cardholder_name | string | repeticiones restante |
| cardholder_identification_number | string | tipo de frecuencia |
| cardholder_identification_type | string | numero de la |