Templates – Personalization Variable Validation
We’ve improved Communication Templates by adding validation for personalization variables when creating or updating Email and Text templates. Previously, users could accidentally enter an incorrect or unsupported variable in the message body without any indication that something was wrong, which could result in the expected customer information not appearing correctly when the communication was sent. With this update, the system now provides visibility when an invalid personalization variable is detected, helping users identify and correct mistakes before saving the template and reducing issues with automated customer communications.
What the Validation Does:
Identifies incomplete personalization variables and provides suggested variables.
Identifies unrecognizable personalization variables and gives options to delete them.
Navigating to Templates:
From left-hand panel, go to Settings
Under Email/Text Communications, click on Templates
Screenshots
Navigating to Templates
Template Validation
Successful Change
Notes:
The validation is triggered upon Saving the Template.
The validation allows you to make the suggested changes without leaving the popup allowing a convenience flow.
The validation will tell you which area (email or text) they found the variable with issue.
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