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Message Templates Overview

Message Templates allow you to create reusable notification formats with variable placeholders. Perfect for consistent branding and recurring notification types.

Why Use Templates?​

  • Consistency - Maintain brand voice across notifications
  • Efficiency - Quickly create notifications from proven formats
  • Variables - Dynamically insert content at send time
  • Reusability - Use the same template for different content

Accessing Templates​

Templates belong to your organization, not to individual apps. All apps in your organization share the same template library.

From the main navigation, click Templates. Templates also appear in the app sidebar for quick access.

Template List​

View all templates showing:

  • Template name
  • Preview of title and body
  • Variables used
  • Actions (edit, delete)

Viewing the organization-wide message template library in OCM Pulse

Template Properties​

PropertyDescriptionLimit
NameInternal template identifier255 chars
TitleNotification title with variables255 chars
BodyNotification body with variables255 chars
URLClick destination with variables2048 chars
ImageDefault hero image (can include {{variables}} for dynamic image paths)File or URL

Variables​

Variables are placeholders that get replaced with actual values when creating a notification.

Syntax​

Use double curly braces: {{variable_name}}

Examples​

Template Title:

{{product_name}} is Back in Stock!

When used:

  • Variable: product_name = "iPhone 15"
  • Result: iPhone 15 is Back in Stock!

Template Body:

Get {{discount}}% off {{category}} today only

When used:

  • Variable: discount = 25, category = "Electronics"
  • Result: Get 25% off Electronics today only

Creating a Template​

1. Navigate to Templates​

Click Templates → Create Template

2. Fill in Details​

FieldDescription
NameHow you'll identify this template
TitleNotification headline
BodyNotification message
URLWhere clicks go (optional)
ImageDefault image (optional)

3. Add Variables​

As you type {{variable}} in any field:

  • Variables are automatically detected
  • They appear in the test inputs section
  • Enter test values to see the preview

4. Preview​

The right panel shows:

  • Live preview with variable substitution
  • Test different variable values
  • See how the notification will look

Using variables and live preview in the OCM Pulse template editor

5. Save​

Click Create Template to save.

Editing Templates​

  1. Click on a template in the list
  2. Modify any fields
  3. Variables update automatically
  4. Click Save Changes

Deleting Templates​

  1. Click the delete icon on the template row
  2. Confirm deletion
info

Deleting a template doesn't affect notifications already created from it.

Using Templates​

When creating a Manual Notification:

  1. Go to Triggers → Manual Trigger → Configure
  2. Click the Template dropdown
  3. Select a template
  4. Fill in variable values
  5. Fields are populated with the template content
  6. Modify if needed, then send

Selecting a saved template when creating a manual push notification

Template Examples​

Product Alert​

Name: Product Back in Stock

Title: {{product_name}} is Back in Stock!

Body: Hurry - {{product_name}} is available again. Limited quantities.

URL: https://shop.com/product/{{product_id}}

Sale Announcement​

Name: Flash Sale

Title: {{discount}}% Off Everything - Today Only!

Body: Use code {{code}} at checkout. Ends {{end_time}}.

URL: https://shop.com/sale?code={{code}}

Content Update​

Name: New Article

Title: New: {{article_title}}

Body: {{article_summary}}

URL: {{article_url}}

Event Reminder​

Name: Event Reminder

Title: Reminder: {{event_name}} starts soon

Body: {{event_name}} begins {{start_time}}. Don't miss it!

URL: https://site.com/events/{{event_id}}

Variable Best Practices​

Naming​

  • Use descriptive names: product_name not pn
  • Use snake_case: article_title not articleTitle
  • Be consistent across templates

Content​

  • Keep variable content concise
  • Remember character limits apply after substitution
  • Test with longest expected values

URLs​

  • Use variables for dynamic parts: /product/{{id}}
  • Keep static parts static: https://site.com/
  • Test that URLs work with actual values

Organization-Wide Templates​

Templates belong to your organization, meaning:

  • All users in your organization can use them
  • Templates work across all apps
  • Changes affect everyone

Tips for Effective Templates​

Do​

  • Create templates for recurring notification types
  • Use clear variable names
  • Test with realistic values
  • Document what each template is for

Don't​

  • Over-complicate with too many variables
  • Forget to test the preview
  • Create one-off templates (just send directly)
  • Use templates for unique content

Template Workflow​

1. Create Template
       ↓
2. Define Variables
       ↓
3. Test Preview
       ↓
4. Save Template
       ↓
5. Use in Notifications
       ↓
6. Fill Variables
       ↓
7. Review & Send

Next Steps​