How to Customize Email and SMS Templates in the Admin Console
This guide describes how to customize verification emails, OTP codes, and welcome messages using the Template Editor in the Admin Console.
1. Accessing the Template Editor
- Log in to the Admin Console.
- Navigate to Communication Templates (or Template Editor).
- You will see two tabs:
- Email Templates: Customizes HTML templates.
- SMS Templates: Customizes plain-text phone messages.
2. Dynamic Variables & Placeholders
Fabrixly-IDS supports Handlebars template parsing. Use double curly braces {{variableName}} to insert dynamic session values:
| Variable | Scope | Description |
|---|---|---|
{{otp}} |
Email & SMS | The generated one-time verification code. |
{{link}} |
The login validation or password reset hyperlink. | |
{{firstName}} |
Email & SMS | User's registered first name. |
{{lastName}} |
Email & SMS | User's registered last name. |
{{appName}} |
Email & SMS | The application name set in Branding. |
{{expiryMinutes}} |
Email & SMS | Code expiration duration (e.g. 5). |
3. Editing a Template
- Click Edit next to the target template type (e.g.,
Forgot Password Email). - Email Subject Line: Enter a subject (e.g.
Reset Your {{appName}} Password). - Template Content Editor:
- Use standard HTML to style emails (tables, inline CSS, image tags, grids).
Example Template Code:
<h2>Hello {{firstName}}!</h2>
<p>We received a request to access your account.</p>
<div style="background: #f0f2f5; padding: 15px; font-size: 24px; text-align: center;">
<strong>{{otp}}</strong>
</div>
<p>This code is valid for {{expiryMinutes}} minutes.</p>
4. Live Rendering and Preview
Before saving changes, ensure layouts render correctly:
- Locate the Live Preview pane next to the code editor.
- Click Render Preview. The console displays the compiled output matching the exact formatting users will see on their mobile devices and desktop clients.
In the Mock Variables JSON box, enter test data:
{
"firstName": "Jane",
"otp": "987654",
"appName": "Fabrixly",
"expiryMinutes": "5"
}
5. Saving and Defaulting
- Click Save Template to deploy the edits.
- Restoring Defaults: If you break formatting, click Reset to System Default at the bottom of the page to restore the pre-installed system template instantly.