SMS Template Creation & Messaging Panel

This guide explains how to configure SMS templates, map DLT values, and monitor all outbound SMS messages inside the O2VEND Back Office.
The SMS module centralizes template setup, OTP messages, customer notifications, loyalty updates, and transactional alerts.

1.Back Office → Inbox → SMS
2. Back Office → Inbox → Configuration → create Templates → SMS

1. SMS Template

The SMS Template displays all essential configuration parameters required for building automated and DLT-compliant SMS notifications.

Template Fields Explained

Field Description
Template Type Shows the communication channel (SMS).
Template Goal Describes the purpose of the template (e.g., OTP login, loyalty messages, order updates).
Template Object The model or data object the template pulls information from.
Template Internal Type System-level classification for internal process mapping.
Template Text Language Defines the language used for message content.
Template Event Event that triggers the SMS (e.g., CustomerWelcomeWithLoyalty).
Is Enabled If set to true, the SMS will be sent when triggered.
DLT Template ID Required for sending SMS under India’s DLT regulations.

Dynamic Model Values (Placeholders)

These values auto-fill user or order details inside the SMS content:

, , , , , ,

Example usage:

Dear , thank you for registering at . Registration points: . Total available points: . Login using: / . Visit .

2. How to Create a New SMS Template

Step-by-step Process

  1. Go to
    O2VEND Back Office → Inbox → Configuration
  2. Select Create Template
  3. Choose SMS as the channel
  4. Fill in:
    • Template Goal
    • Template Object
    • Template Event
    • DLT Template ID
    • Message content with placeholders
  5. Set Is Enabled = true to activate the template
  6. Click Save

The template becomes active immediately and will trigger during the respective event.

3. Editing an Existing SMS Template

  1. Open the template list under Inbox → Configuration
  2. Click the Edit icon next to the template
  3. Modify content, channel group, placeholders, or DLT ID
  4. Save changes

Edits apply globally across Ecommerce, POS, and Delivery modules.

4. SMS Messaging Panel – Live Outbound Messages

The SMS panel displays all sent or attempted notifications from the system.

O2VEND Back Office → Inbox → SMS

Panel Breakdown

  • List of customers / phone numbers
  • Recent message conversations
  • Search box for filtering SMS history

Right Panel (Conversation View)

Displays complete SMS history for a selected customer:

  • OTP notifications
  • Order updates
  • Loyalty messages
  • System-generated alerts

Each message shows:

  • SMS text
  • Time & date
  • Message status (Created, Delivered, Failed*)

This allows quick verification of delivered OTPs, customer complaints, and support logs.

5. Why SMS Template Configuration Matters

  • Ensures instant OTP delivery
  • Automates customer communication
  • Keeps branding consistent
  • Compliant with Indian DLT rules
  • Reduces manual follow-ups
  • Supports multi-branch operations

O2VEND integrates all SMS templates in one panel, reducing the complexity seen in platforms where messaging is scattered across modules.

6. Example: Loyalty Welcome SMS Template

Dear , Thank you for your registration at . Registration points added. Total available points: . Login Details: Use mobile and password . Visit -

This template sends automatically when the event CustomerWelcomeWithLoyalty is triggered.

FAQ

1. Can SMS templates be disabled?

Yes. Set Is Enabled = false to stop the message from sending.

2. What triggers an SMS?

Events like OTP login, registration, order creation, payment success, loyalty welcome, or delivery updates.

3. Is DLT mandatory?

Yes, for all transactional SMS in India.

4. Can branches use different sender IDs?

Yes, through Channel Group assignment.