Template Builder

Templates let you create reusable message content for letters, emails, and SMS. Use dynamic variables to personalize each message automatically.

Template Types

• Letter — physical mail templates
• Email — email message templates
• SMS — text message templates

Creating a Template

1. Navigate to Templates
2. Click New Template
3. Fill in:
   • Name — descriptive template name
   • Type — Letter, Email, or SMS
   • Subject — for emails
   • Body — the message content with variables

Dynamic Variables

Insert variables using double curly braces. They’re replaced with real data when the template is used:

Variable	Description
{{customer_first_name}}	Debtor’s first name
{{customer_last_name}}	Debtor’s last name
{{balance}}	Current outstanding balance
{{claim_reference}}	Claim reference number
{{due_date}}	Payment due date
{{company_name}}	Your organization name
{{collector_phone}}	Assigned collector’s phone
{{payment_portal_url}}	Self-service payment portal link
{{current_date}}	Today’s date

Using Templates

Templates are used in:

• Campaigns — each campaign step references a template
• Manual outreach — collectors can send templated messages from the collector dashboard
• Bulk communications — send to multiple customers at once

Managing Templates

• Edit — modify existing templates at any time
• Preview — see how the template looks with sample data
• Duplicate — copy a template as a starting point for a new one
• Delete — remove templates no longer needed