Streamline Your Communication Channels

The Templates page offers a centralised platform for managing predefined messages sent via various communication channels, including Email, SMS, Slack, and Telegram. Customise and control the messaging experience for your clients and internal teams with ease.

Key Features

Email Templates

Predefine message content for notifications, updates, or promotional emails.

Personalise emails with dynamic placeholders, subject lines, and message bodies.

Email Templates

Predefine message content for notifications, updates, or promotional emails.

Personalise emails with dynamic placeholders, subject lines, and message bodies.

SMS Templates

Manage concise text messages for alerts, verifications, or reminders.

Set placeholders for client names, transaction IDs, or other details.

SMS Templates

Manage concise text messages for alerts, verifications, or reminders.

Set placeholders for client names, transaction IDs, or other details.

Slack Templates

Configure automated Slack notifications for internal teams.

Send updates about key events, client actions, or other important events.

Slack Templates

Configure automated Slack notifications for internal teams.

Send updates about key events, client actions, or other important events.

Telegram Templates

Manage templates to inform clients or teams about critical updates.

Leverage higher flexibility for secure and immediate messaging.

Telegram Templates

Manage templates to inform clients or teams about critical updates.

Leverage higher flexibility for secure and immediate messaging.

Template Management Capabilities

Dynamic Placeholders

Personalise messages with placeholders for client names, IDs, or transaction details.

Multichannel Messaging

Ensure consistent communication across Email, SMS, Slack, and Telegram.

Flexible Editing

Update templates without creating duplicates to ensure accurate communication.

Template Management Capabilities

Dynamic Placeholders

Personalise messages with placeholders for client names, IDs, or transaction details.

Multichannel Messaging

Ensure consistent communication across Email, SMS, Slack, and Telegram.

Flexible Editing

Update templates without creating duplicates to ensure accurate communication.

How It Works

01

Select the desired communication channel (Email, SMS, Slack, or Telegram).

02

Use the editor to create or modify templates with predefined fields.

03

Assign templates to specific events, such as transactions, registrations, or system alerts.

04

Test templates to ensure accuracy and clarity before deploying them.

Benefits of Using Templates

Benefits of Using Templates

Consistency

Maintain uniformity in messages sent across different channels.

Consistency

Maintain uniformity in messages sent across different channels.

Efficiency

Save time by reusing templates for recurring events or notifications.

Efficiency

Save time by reusing templates for recurring events or notifications.

Personalisation

Enhance client experience with tailored communication.

Personalisation

Enhance client experience with tailored communication.

Frequently Asked Questions

Find answers to the most common questions about our products and services.

What is a Forex CRM?

How Does a Forex CRM Work?

What Type of CRM Do Forex Companies Use?

Why Do Companies Need a Forex CRM?

How to Choose the Right CRM for Financial Services

How Does a Forex CRM Work with Emails?

What is a Forex CRM?

How Does a Forex CRM Work?

What Type of CRM Do Forex Companies Use?

Why Do Companies Need a Forex CRM?

How to Choose the Right CRM for Financial Services

How Does a Forex CRM Work with Emails?

What is a Forex CRM?

How Does a Forex CRM Work?

What Type of CRM Do Forex Companies Use?

Why Do Companies Need a Forex CRM?

How to Choose the Right CRM for Financial Services

How Does a Forex CRM Work with Emails?

Explore B2CORE’s Communication Management

Streamline client communication and manage dynamic templates with placeholders and cross-platform messaging from the B2CORE Back Office today!

Explore B2CORE’s Communication Management

Streamline client communication and manage dynamic templates with placeholders and cross-platform messaging from the B2CORE Back Office today!