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!
B2CORE
All-in-one CRM that caters to your growing business needs.
Back Office
Solutions
B2CORE
© 2025 B2BROKER
Website developed by wsa.design
B2CORE
All-in-one CRM that caters to your growing business needs.
Back Office
Solutions
B2CORE
© 2025 B2BROKER
Website developed by wsa.design
B2CORE
All-in-one CRM that caters to your growing business needs.
Back Office
Solutions
B2CORE
© 2025 B2BROKER
Website developed by wsa.design