With Visitly, create tailored notification templates to deliver clear, relevant updates with specific details for employees and visitors.

Customizing Notification Templates

You can create custom templates for pre-registration notifications to include specific details.

1. Navigate to Locations > Notification Template for the desired location.

2. Click Add New to create a new template.

3. Choose the Notification Method: Email or SMS.

4. Enter Details:

• Template Name: This must match the event name of the notification (e.g., Visitor Sign In).

• Description

• "From" Display Name: This is the display name, the email address will always be noreply@visitly.io.

• Subject Line

• Notification Body 

Use the formatting toolbar in the email editor to customize the email's font and text, add attachments, insert links, upload images, and more directly within the textbox.

5. Click Save.

⭐  Tip:  Use the Short Codes panel on the right to easily insert tokens into the template, such as the visitor’s name, check-in time, or sign-in URL.

Update Notification Templates

1. Navigate to Locations > Notification Template for the desired location.

2. Click the edit icon under the Action column.

3. Make the necessary updates and click Update.