SMS & Email

The SMS & Email Notifications page configures and manages the various notifications and alerts that the system sends to customers and bank staff via SMS and email. These notifications can be triggered by specific events within the banking system, such as account opening, loan approval, or transaction alerts.

Accessing the SMS & Email Notifications Page

1. Log into the banking application using your credentials.

2. Navigate to the "Operations" section.

3. Select Notifications from the dropdown.

4. Click on the SMS & Email Notifications.

Create SMS & Email Notifications Template

1. Click the "Add" button to create a new notification template.

2. Define the Template Name: Enter a descriptive name for the notification (e.g., "Account Opening Notification").

3. Event Listener: Select the specific event that will trigger the notification. This could be an account opening, loan approval, transaction alert, or any other relevant event.

4. Product: Choose the desired product (e.g., Savings, Fixed Deposit, Loan)

5. Channel: Choose the delivery channel for the notification:

   • SMS: The notification will be sent as an SMS message.

   • Email: The notification will be sent as an email message.

6. Subject (for Email Notifications): Enter a subject line for the email notification.

7. Create the Message Body:

   • Compose the message body using plain text or HTML.

   • Utilize placeholders (e.g., {CustomerName}, {AccountNumber}) to dynamically insert relevant information into the message.

   • You can also use rich text formatting options to enhance the message's appearance.

8. Charge Customer? (Optional): If applicable, you can indicate whether the customer should be charged for the notification.

9. Save the Template: The "Save" button stores the notification template.