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Communication Templates

How to create and manage reusable email and text message templates.

Overview Of Communication Templates

DigiFi’s platform provides the ability to create reusable communication templates that standardize outbound messaging across application workflows and automation processes.

Communications generated from these templates can be sent in two ways:

  • Manually, from within an application
  • Automatically, via the Automation Builder using the Send Email and Send Text Message actions

Emails will be sent using your SendGrid Email Delivery integration and Company Branding, both of which must be set up to use this feature. Text messages will be sent using your Twilio SMS Messaging integration.

Communication templates provide a standardized framework for messaging across borrowers, co-borrowers, intermediaries, and internal users, ensuring consistency across operational scenarios.

Multiple templates can be configured per loan product and organized by communication type (Email or Text Message).

Email Templates

Email templates allow teams to create reusable email content for outbound communications across application workflows and automation processes. DigiFi supports two types of email templates:

Standard – create email content using the rich-text editor and its formatting options.

HTML – create email content using custom HTML markup and styling for greater control over the email layout and appearance.

Both template types can include dynamic variables, specify a subject, and configure attachments. They can be selected when sending emails manually or through Automation Builder.

Creating A New Email Template

To create a new email template:

  • Navigate to Lending Setup > Loan Product > Communication Templates.
  • Open the Email Templates tab
  • Click Create Template and choose one of the following:
    • Create Standard Template – create a template using the rich-text editor.
    • Create HTML Template – create a template using the HTML code editor.
  • Provide the following information:
    • Template Name (required)
    • Subject (required)
    • Email Body or HTML Body (required)
    • Attachments (optional)
      • Apply Document Label(s) to categorize attachments
  • Call-to-Action Button (optional)
    • Button Text
    • Button URL (Production Mode)
    • Button URL (Test Mode)
    • Click Save Changes

The system will create a reusable email template that can be selected in automations and used for manual communication. The Type column identifies each template as Standard or HTML and can be sorted.

Standard Email Template Editor & Capabilities

Within the standard email template editor, you can:

  • Create and edit rich-text email content
  • Apply formatting such as headings, bold text, highlights, lists, and links
  • Insert dynamic variables and system fields
  • Create reusable communication structures for different workflow stages
  • Build reusable message structures for different workflow stages and communication types
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Use Dynamic Variables & Fields In Emails!

Variables

You can use variables to give emails dynamic content. To reference a variable within an email, surround the variable's system name with{ and }.

For Example. Here is a sample email Body.

Hi {borrower_first_name} - Your request for a {loan_amount} loan has been approved!

When this email is sent, the variables would be replaced with actual values. If the borrower's first name is John and the loan amount is $10,000. The email would look like this when sent:

Hi John - Your request for a $10,000 loan has been approved!

System Fields

In addition to variables, you can also reference certain standard system fields in emails. The following fields can be accessed (using the $field_name lexicon provided):

$application_id $application_display_id $application_product_id $application_rejected_date $application_approved_date $application_created_date $application_status_id $application_borrower_id $application_borrower_type $application_intermediary_id $application_decline_reasons $application_coborrower_ids and $application_coborrower_types

HTML Email Template Editor

Within the HTML email editor, you can:

  • Add and edit HTML email content.
  • Apply custom styling and layout using HTML.
  • Create structured email layouts beyond the formatting options available in the Standard editor.
  • Insert application variables and system fields.

HTML templates can reference any application variable or system field, and allow full control over document layout and styling. For more information on referencing variables and using helpers, see the Developer Guide.

Text Message Templates

Text message templates enable standardized SMS communication that can be triggered manually or automatically within application workflows.

SMS messages created from templates are delivered via the Twilio integration, which must be configured in the Integration Marketplace before use.

Creating A New Text Message Template

To create a new text message template:

  • Navigate to Lending Setup > Loan Product > Communication Templates.
  • Select the “Text Message Templates” tab.
  • Click Create Template
  • Provide the following information:
    • Template Name (required)
    • Message Body (required)
  • Click Save Changes

The system will create a reusable text message template that can be used in workflow automations and manual messaging.

Text Message Template Capabilities

Text message templates support:

  • Plain-text SMS content
  • Dynamic variables and system fields
  • Create reusable communication structures for different workflow stages

How To Use Communication Templates

Communication templates are used to send standardized emails and text messages consistently across applications. They can be triggered manually from within an application or automatically via Automation Builder, helping teams communicate faster while maintaining compliance and consistency.

To use a communication template manually:

  • Navigate to an Application > Communications
  • Click New Message
  • Select the action you would like to take: Send Email or Send Message.
  • Select Use Email or Text Message Template
  • Choose a template from the Template dropdown
  • Click Continue

The message will automatically populate using the selected template configuration, including any dynamic variables, and will be sent to the selected recipient (e.g. borrower, co-borrower, intermediary, or other contacts).

Alternatively, select New Email or New Text Message to create a standalone communication without a template. In this case, all message fields must be configured manually.

Updated 9 days ago