2.3.1 Create Alert Template Details

This topic describes the systematic instruction to create alert template details to a specific corporate.

Users can customize the text for email and SMS for each combination of Template ID and Language.

Specify User ID and Password, and login to Home screen.
  1. On Home screen, click Virtual Account Management. Under Virtual Account Management, click Alerts. Under Alerts, click Alert Template Details. Under Alert Template Details, click Create Alert Template Details
    The Create Alert Template Details screen displays.

    Figure 2-5 Create Alert Template Details


    Description of Figure 2-5 follows
    Description of "Figure 2-5 Create Alert Template Details"

  2. Specify the fields on Create Alert Template Details screen.

    Note:

    The fields marked as Required are mandatory.
    For more information on fields, refer to the field description table.

    Table 2-3 Create Alert Template Details - Field Description

    Field Description
    Template ID Click the search icon and select the specific template ID for which the text needs to be configured.
    Template Description Displays the description of the selected alert template ID.
    Locale Click the search icon and select the specific language.
    Mode Select the mode through which the alert should be sent.

    The available options are:

    • Email
    • SMS
    Subject Specify the subject of the email to be sent.
    Body Specify the body of the alert message needs to be sent.
    Supported Placeholders Displays the supported placeholders.
  3. Click Save to save the record and send it for authorization.