O2VEND Notification Templates Setup – Full Messaging Configuration Guide
Configure SMS, WhatsApp, Email, Printer, and CouponPrint templates in O2VEND Back Office. Complete guide for DLT mapping, event triggers, and automated customer notifications.
A complete guide for configuring SMS, WhatsApp, E-Mail, Printer, and CouponPrint message templates inside the O2VEND Back Office.
This page centralizes all communication settings for Ecommerce, POS, and Delivery operations, enabling fast setup and consistent automated notifications.
O2VEND’s unified messaging panel removes the complexity seen in platforms like Shopify, Zoho, or traditional ERP tools.
All communication templates sit in one place, reducing setup time and delivering a streamlined messaging workflow.
Navigation
Back Office → Inbox → Configuration
This section lists every outbound communication template that gets triggered by customer actions, order events, and POS updates.
Key Features
- Centralized message management
- Multi-channel support: SMS, WhatsApp, Email, Printer, CouponPrint
- Event-based automation for retail and ecommerce
- Channel-group targeting for branches and franchise stores
- Quick actions: edit, and disable
- Dynamic placeholders (
<companyName>,<otpValue>) for personalized messages - DLT-ready SMS templates for India regulations
Configuration Page Breakdown
1. Configuration Type
Indicates the communication channel:
- SMS
- Printer
- CouponPrint
Unlike other platforms where every channel sits in a separate module, O2VEND keeps everything unified to speed up configuration.
2. Message Name
A title that represents the purpose of the notification.
Examples include:
- OTPLogin
- CustomerWelcome
- OrderCreatedToCustomer
- OrderReadyForPickup
This naming approach supports quick identification even in large retail environments with many templates.
3. Configuration Event
Defines when the system should trigger the notification.
Common events include:
- New order creation
- Payment confirmation
- Partial/Full shipping
- Delivery updates
- POS transactions
- Loyalty welcome messages
O2VEND provides deeper event control compared to many commerce platforms, enabling precise automation.
4. Configuration Channel Group
Used to target a specific customer segment, branch, or store unit.
Useful for retail chains where sender settings differ per location.
5. Is Enabled
Shows if the template is active.
A disabled template will not trigger even when the event occurs.
Perfect for testing or seasonal communication adjustments.
Creating a New Template
Click Create Template → select the channel:
- SMS
- Printer
- CouponPrint
Each option loads a channel-specific editor.
SMS Template Editor Overview
Opening an SMS template displays fields for:
- Template Type
- Template Goal
- Template Object
- Internal Type
- Text Language
- Event
- DLT Template ID
- Dynamic Model Values (
<companyName>,<otpValue>)
These placeholders ensure personalized messaging across OTP, order alerts, delivery updates, and transactional communication.
Editing an Existing Template
Steps:
- Click the Edit icon
- Update message text or channel group
- Save the template
- Changes apply immediately across all connected modules
This keeps customer communication smooth without interrupting the workflow.
Why This Page Matters
- Ensures accurate, instant customer notifications
- Automates communication for ecommerce and retail operations
- Delivers consistent branding across SMS / Email / WhatsApp
- Reduces manual follow-ups
- Compliant with regional regulations (DLT for SMS)
- Faster than tools where messaging is split across multiple menus
Benefits of O2VEND Messaging Configuration
- Reduced manual communication workload
- Real-time automated updates
- Personalized messaging with placeholders
- Multi-branch flexibility
- Better workflow speed than Shopify, Zoho Commerce, or many legacy ERP systems
FAQs
1. What is the purpose of O2VEND Messaging Configuration?
It centralizes all communication templates—SMS, WhatsApp, Email, Printer, CouponPrint—so automated notifications run smoothly across the entire store.
2. Can branches have different sender settings?
Yes. Channel groups let each branch or franchise unit run their own templates.
3. Does O2VEND support DLT templates?
Yes, DLT mapping is built in for SMS templates used in India.
4. Can templates be disabled temporarily?
Yes. Use the Is Enabled toggle to turn off seasonal or test messages.
5. What events can trigger messages?
Order creation, payment success, shipping updates, delivery, loyalty welcome, OTP login, POS transactions, and more.
Suggested Internal Links
For more details, check out the Blog:
How to Easily Configure PE‑TM Chain Binding on DLT Portal