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Notification Template in Horilla CRM - A Complete Functional Guide ​

Overview ​

The Notification Template feature allows users to create reusable notification templates linked to specific system models. These templates can be used in automation workflows, including Mail Automation.

Settings → Notifications → Notification Template

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Notification Template List ​

The Notification Template page displays all created templates.

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Available Information ​

  • Template Title
  • Related Model
  • Actions
    • Edit
    • Delete

Available Actions ​

Users can:

  • View existing templates
  • Search templates
  • Create a new template

Create Notification Template ​

To create a new notification template, click New.

This opens the Create Notification Template form.

Fields ​

Template Title ​

Specifies the name of the notification template.

Defines the model associated with the template.

Users can select any available model from the list.

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Template Detail View ​

Once a template is created, clicking the Template Title opens the template detail view.

The detail view is used to access the template configuration and associated information.

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Usage in Automation ​

Notification templates created here can be used while configuring Mail Automation.

This allows users to reuse predefined notification structures in automated workflows.

Expected Behavior ​

  • Users can create notification templates.
  • Users can associate templates with available models.
  • Created templates are listed in the Notification Template page.
  • Clicking a template title opens its detail view.
  • Templates are available for use in Mail Automation.