--- title: "Setting Up Message and Notification Templates" slug: "setting-up-message-and-notification-templates" updated: 2026-07-16T14:41:20Z published: 2026-07-16T14:41:20Z canonical: "help.idibilling.com/setting-up-message-and-notification-templates" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.idibilling.com/llms.txt > Use this file to discover all available pages before exploring further. # Setting Up Message and Notification Templates Templates help produce consistent messages or notifications and reduce the time it takes to send common communications. Templates consist of fixed text and images, and Smart Data placeholders which are populated by the selected template on sending an email. To access the Template Configuration page, in the main menu for Communications, select **CONFIGURE** > **Templates**. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/87142.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A16Z&se=2026-11-14T12%3A04%3A16Z&sr=c&sp=r&sig=%2FdRuGgm3NFOuqcKdE5eHOEo2ESDrmfe9crt6MY6LLwo%3D) The Template Configuration page lists existing templates on the left and provides a search tool to help you find a specific template. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/80936.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A16Z&se=2026-11-14T12%3A04%3A16Z&sr=c&sp=r&sig=%2FdRuGgm3NFOuqcKdE5eHOEo2ESDrmfe9crt6MY6LLwo%3D) From here you can: - view and edit existing templates - search for templates - create new templates - delete templates #### Creating a New Template To create a new Template, click **+NEW**. This displays the Create Template dialog where you enter Template Name (required field), Type (required field), and Description. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/85025.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A16Z&se=2026-11-14T12%3A04%3A16Z&sr=c&sp=r&sig=%2FdRuGgm3NFOuqcKdE5eHOEo2ESDrmfe9crt6MY6LLwo%3D) After entering this information, upon clicking **CREATE**, the system displays the newly created template in the list on the left side of page. To continue with the new template configuration, click **EDIT**. This displays the Template Editor on the right. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/80942.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A16Z&se=2026-11-14T12%3A04%3A16Z&sr=c&sp=r&sig=%2FdRuGgm3NFOuqcKdE5eHOEo2ESDrmfe9crt6MY6LLwo%3D) ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/80943.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A16Z&se=2026-11-14T12%3A04%3A16Z&sr=c&sp=r&sig=%2FdRuGgm3NFOuqcKdE5eHOEo2ESDrmfe9crt6MY6LLwo%3D) #### Working with an Existing Template When you select an existing template on the left, the **EDIT** and **DELETE** buttons on the right let you make changes or delete the template. (Show Picture) #### Using the Template Editor The Template Editor provides conventional tools for rich text formatting, inserting images, and inserting Smart Data. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/89186.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A16Z&se=2026-11-14T12%3A04%3A16Z&sr=c&sp=r&sig=%2FdRuGgm3NFOuqcKdE5eHOEo2ESDrmfe9crt6MY6LLwo%3D) > [!NOTE] > Note > > Image size is limited to less than 1MB. The **Enabled** checkbox lets you specify whether or not the template will be available for selection in other web modules. Checking **Enabled** makes the template available for selection. When unchecked, the template will not be available for use in other web modules. In addition to standard formatting options, templates with a type of Tickets will have an option to insert smart data. Clicking **Insert Smart Data** displays a drop-down menu with properties based on template type, as well as an option to configure a Data Look Up. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/80946.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A16Z&se=2026-11-14T12%3A04%3A16Z&sr=c&sp=r&sig=%2FdRuGgm3NFOuqcKdE5eHOEo2ESDrmfe9crt6MY6LLwo%3D) Some Smart Data types require you to specify formatting options: - Date/time (default format = MM/DD/YYYY, example: 02/21/2017) - Integers (default format = no decimals, ‘-‘ for negative, no separator for 1000, example: -1234) - Boolean (default format = can/cannot) When a property is selected, the system will insert the syntax needed to retrieve the corresponding data. If the field type is one that supports format selection, a pop up dialog will display with formatting options. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/80949.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A16Z&se=2026-11-14T12%3A04%3A16Z&sr=c&sp=r&sig=%2FdRuGgm3NFOuqcKdE5eHOEo2ESDrmfe9crt6MY6LLwo%3D) With Data Look Ups, the system inserts the syntax to retrieve the corresponding data. Selecting Data Lookup from the Insert Smart data drop down displays the ***Select Additional Fields*** dialog. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/80952.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A16Z&se=2026-11-14T12%3A04%3A16Z&sr=c&sp=r&sig=%2FdRuGgm3NFOuqcKdE5eHOEo2ESDrmfe9crt6MY6LLwo%3D) As an alternative to using the GUI, if you know the syntax you can type the smart data directly into template. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/80955.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A16Z&se=2026-11-14T12%3A04%3A16Z&sr=c&sp=r&sig=%2FdRuGgm3NFOuqcKdE5eHOEo2ESDrmfe9crt6MY6LLwo%3D) #### Considerations for Bill Notifications You can create different templates for special formatting based on Autopay status, Market, and Account Type. All templates you create for this purpose must use the new Bill Notification Termplate type provided with this release.![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/90645.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A16Z&se=2026-11-14T12%3A04%3A16Z&sr=c&sp=r&sig=%2FdRuGgm3NFOuqcKdE5eHOEo2ESDrmfe9crt6MY6LLwo%3D) > [!NOTE] > Note > > Data look-ups are disabled and are are not available for Bill Notifications due to performance implications when generating/sending a large amount of emails at once. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/90647.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A16Z&se=2026-11-14T12%3A04%3A16Z&sr=c&sp=r&sig=%2FdRuGgm3NFOuqcKdE5eHOEo2ESDrmfe9crt6MY6LLwo%3D) The Bill Notification template type has a large amount of Smart Data available that is specific to an invoice. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/90648.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A16Z&se=2026-11-14T12%3A04%3A16Z&sr=c&sp=r&sig=%2FdRuGgm3NFOuqcKdE5eHOEo2ESDrmfe9crt6MY6LLwo%3D)