SMS Templates

SMS Templates holds the reusable text-message bodies the institution sends to members -- deposit confirmations, loan reminders, OTPs and marketing -- with merge fields for personalisation. Standardising SMS here keeps member communication consistent and on-brand. Operations configure templates so the system can dispatch the right message per event.

Workflow

Open MFI > Configuration > Notifications > SMS Templates
Click New and name the template by its purpose
Write the message body with merge fields for member data
Map the template to the triggering event or report
Save and send a test SMS to verify rendering

Fields reference

Every field on this screen, drawn from the live data model.

Field	Type	Required	Description
Message Body `body`	Long text	Yes	Use placeholders like {member_name}, {amount}, {due_date}
Template Name `name`	Text	Yes	Template Name
Code `code`	Text	Yes	Code
Type `template_type`	Choice: Member Notification, Loan Notification, Savings Notification, Payment Reminder, Promotional, General	Yes	Type
Active `active`	Yes/No	—	Active
Related Model `model_id`	Link → ir.model	—	Related Model
Model `model_name`	Text	—	Model
Trigger `trigger_event`	Choice: Manual Send, On Record Creation, On State Change, Scheduled	—	Trigger
Company `company_id`	Link → res.company	—	Company

Notes & rules

Model mfi.sms.template -- reusable SMS bodies
Key fields: name, body, merge fields, trigger event
Related: Email Templates, Notification Log
Used by operations and marketing staff

Technical model: mfi.sms.template · Record: SMS Template