Customizing Notification Templates
Every communication sent out of CrazyPOS—whether email, SMS, or system alert—is highly customizable via the integrated Template Editor.
Accessing the Template Editor
- Navigate to Notifications > Templates in the Admin Console.
- Select an Event Trigger (e.g., "Sales Order Receipt").
- Click the Edit Template button.
Editing Email Templates
Email templates provide a rich textual and visual canvas:
- Visual vs. HTML Code: You can edit the template using the intuitive drag-and-drop editor or switch directly to HTML for advanced CSS styling.
- Responsive Previews: Toggle between Desktop and Mobile preview panes to ensure your receipt looks perfect universally before sending.
- Buttons: For events like Quotations, you can embed functional action buttons like "Accept & Pay Quote Invoice".
Editing SMS Templates
SMS dictates a tighter scope:
- Character Tracking: A live counter shows exactly how many characters you're using. Keep under 160 to avoid multi-segment charges.
- Tone: Keep messages concise (e.g., "Hi {Customer_Name}, your repair {Job_ID} is ready for pickup!").
Using Dynamic Variables
The true power of the Notification System lies in personalized dynamic variables. When building a template, you do not hardcode names or prices. Instead, you inject bracketed variables that CrazyPOS fills dynamically at runtime.
Example Variables:
{Customer_First_Name}-> "Jane"{Order_Total}-> "$149.99"{Branch_Address}-> "123 Tech Avenue, Sydney, NSW"{Status_Name}-> "Ready for Pickup"
Testing your templates is vital! Use the Send Test feature to send a mockup of the notification to your admin email or phone number before finalizing the changes.
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