Templates
19 articles
Getting started
Create templates, understand template types, and export templates for sharing or reuse.
- How to set up templates?This article will look into how to set up templates within the automation dashboard.
- Template TypeThis article will look into the different template types and what they mean.
- How to download a template (SMS or Email)?This article will go through how to download a template that you have created in Kolleno for easy sharing.
Smart Fields: dates & formatting
Use Smart Fields for dates and timezones, generate relative dates, and format numbers and dates consistently.
- How to add days or months to any date smart field in Kolleno templates?In templates you can now amend the date smart feld and add in any days to the day
- Current Date and Time as Smart FieldInsert the current date and time, in any date format you want, in your templates.
- How to Display Date and Time in a different Timezone in your TemplatesYou can change any date to the timezone of your choice.
- Formatting Numbers and Dates in TemplatesFormat your data in a human-friendly format.
- Show email sending date plus a few daysCreate your smart field to insert a relative date in your communications.
Smart Fields: calculations & balances
Use Smart Fields to calculate values and display customer balances (including multi-currency) in your templates.
- Template Smart Field: Balance overdue by a number of daysSmart field to use in your template to show the total balance of a customer based on a customer number of days.
- Template Smart Field: Customer balances per currencyUse a smart field that can list the balances of a customer, grouped by currency.
- Math Operations in Template Smart FieldsThis article will go through different smart fields that can perform mathematical operations in templates.
Statements
Include customer statements in emails using downloadable links or embedded statement content.
- Smart Field to download the customer's statementKolleno enables you to send your customer's account statement directly by email by providing a unique download URL.
- Smart Field to include the customer's statement in the emailIncludes details about the statement directly in the content of your email.
- Smart Field to include the customer's open items statement in an emailAdd a table of the customer's open items (open invoices, unapplied credit notes and unapplied payments) with the total they owe to the body of any email template, using the…
Advanced templates
Build advanced templates with custom tables, dynamic links, safe HTML rendering, language conditions, and attachment rules.
- How to create a custom table in Kolleno?This article will take you through step by step how you can create a custom table that you an add into your templates.
- Create a dynamic hyperlink in your templatesThis article will go through how you can turn any word into a hyperlink in your templates and communications.
- Render HTML from your custom Smart FieldsLearn how to safely render HTML content in your templates using the |safe filter.
- How to ensure your emails always send invoicesAn important setting to enable, to ensure invoices always send.
- Creating Email Templates with Language-Based ConditionsCreate email templates that adapt to each customer’s language