Message templates

Templates set the text of the messages Plaspy sends your customers (expiry reminder, payment received and service suspended) and of the pages they see when they pay. Each template comes with a Plaspy text ready to use, which you can customize with your own words and with variables such as the customer name, the amount to pay or the payment link.

They are in My customers > Settings , Templates tab.

Template types

With Language of the customer you choose whether you edit the Spanish or the English version. Each customer gets the messages in the language of its Plaspy user or, if it has none, in your account's language.

Edit a template

1. Choose the language and the template type.
2. In the channel card, edit the content:
   • Email: Subject and Content in a rich text editor. The Variables menu of the editor toolbar inserts the customer data.
   • SMS: Text of up to 600 characters. The counter shows the characters and, after 160, how many SMS are charged. The Variables button inserts data where the cursor is.
   • WhatsApp: choose a template in Meta template configured in WhatsApp templates, or (None: this channel is not sent). See WhatsApp templates.
   • Web page: Title and Content.
3. Check or uncheck Send it to turn that channel on or off. If you turn off the payment received email, your copy does not come either.
4. Click Save. Settings saved shows.

A template you changed shows the Customized badge. Restore Plaspy template takes you back to the original text.

Preview and test

• Preview: shows the content of the editor, even if it is not saved, with sample data. Emails and pages look as the customer will see them.
• Test: sends you the saved template with sample data. The email goes to your account email and the SMS or WhatsApp to your account mobile phone (see Update mobile phone number). You will see Test message sent to and the recipient. Tests show in Sent notifications as Test.

Variables

Variables are written between double braces and are replaced with each customer's data when sending:

The name of your organization is the one in your Plaspy settings (see Organization); if there is none, the account name is used.

Link to stop receiving emails

Every email a customer gets includes a link to stop receiving your notices. If your template does not have {{UnsubscribeLink}}, Plaspy adds a footer with that link at the end. The customer can also use the unsubscribe button that its email service shows.

When it uses the link, the customer confirms with the Unsubscribe button on a page with your name and stops receiving your emails; SMS and WhatsApp continue. Its record shows Unsubscribed from the emails on and the date, and the emails that try to reach it show as failed with The customer unsubscribed from these emails. If you change its email, the new address receives them again. Your copy of the payment notices does not include this link.

Requirements

• Seeing and previewing templates requires the View privilege on Settings; changing them, restoring them and sending tests, Update.

Messages you may see

• Please enter the subject and the text of the email.
• The SMS text can have up to 600 characters.
• The page text can have up to 60000 characters: remove pasted images and link them instead.
• Please add a mobile phone to your account (My Account › Mobile Phone) to receive the test.: the SMS or WhatsApp test needs your account mobile phone (see Update mobile phone number).
• No active template for this channel: check Send it on that channel and save before testing.

Related articles

• Expiry reminders
• WhatsApp templates
• Sent notifications