Create, customize, and manage notification templates in X Dairy Automate

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Step 1: Access Notification Templates #

1. Log in to your admin panel
2. Go to Configuration → Notification Templates
3. Or open directly: /notification-templates

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Step 2: Create a New Template #

1. Click Add New Template
2. Complete the fields in the form

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Step 3: Template Details #

Basic Information #

Field	Description	Required	Example
Code	Unique identifier (used programmatically)	✅	vaccination_due
Name	Template display name	✅	Vaccination Due Reminder
Type	Notification category	✅	Health, Reproduction, etc.
Priority	Urgency level	❌	Low, Normal, High, Critical
Icon	FontAwesome icon class	❌	fa-syringe, fa-bell

Template Types #

Type	Used For
Health	Vaccinations, treatments, medical alerts
Reproduction	Breeding, pregnancy, calving
Milk	Collection, yield, quality issues
Financial	Payments, invoices, expenses
System	Logins, backups, system updates
Reminder	General reminders & tasks

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Step 4: Write Notification Content #

Title Template #

Keep it short and attention-grabbing:

Vaccination Due: {animal_name}

Body Template #

Provide clear details:

Animal {animal_name} (ID: {animal_id}) is due for {vaccine_name} vaccination on {due_date}.

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Step 5: Using Variables #

Variables allow templates to display dynamic data.
Use the format: {variable_name}

Common Variables (All Types) #

Variable	Description
{user_name}	Logged-in user’s name
{date}	Current date
{time}	Current time
{branch_name}	Farm/branch name

Health Variables #

Variable	Description
{animal_id}	Animal ID
{animal_name}	Animal name
{animal_tag}	Tag number
{vaccine_name}	Vaccine name
{due_date}	Vaccination due date
{treatment_name}	Treatment name
{veterinarian}	Veterinarian name

Reproduction Variables #

Variable	Description
{expected_calving_date}	Expected calving date
{days_remaining}	Days until calving
{pregnancy_stage}	Pregnancy stage
{insemination_date}	Insemination (AI) date
{bull_name}	Bull/sire name

Milk Variables #

Variable	Description
{milk_quantity}	Actual quantity
{expected_quantity}	Expected quantity
{collection_date}	Collection date
{quality_issue}	Quality issue description

Financial Variables #

Variable	Description
{customer_name}	Customer name
{supplier_name}	Supplier name
{amount_due}	Amount due
{invoice_number}	Invoice number
{payment_link}	Payment link

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Step 6: Email Content (Optional) #

If your email needs different content than the notification:

Field	Description
Email Subject	Subject line
Email Body	HTML or plain-text content

💡 Leave blank to automatically use the notification title and body.

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Step 7: Configure Delivery #

Option	Function
✅ Active	Enable or disable the template
✅ Send In-App Notification	Show inside notification bell
✅ Send Email Notification	Deliver via email

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Step 8: Preview & Test #

Preview #

1. Click 👁 Preview on the template list
2. Review how the notification will appear with sample data

Test Email #

1. Open the template edit page
2. Enter a test email address
3. Click Send Test Email

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Template Examples #

Vaccination Reminder #

Code: vaccination_due
Type: Health
Title: 🔔 Vaccination Due: {animal_name}
Body: Animal {animal_name} ({animal_tag}) needs {vaccine_name} vaccination by {due_date}. 
Please schedule with {veterinarian}.

Calving Alert #

Code: calving_approaching
Type: Reproduction
Title: 🐄 Calving Soon: {animal_name}
Body: {animal_name} is expected to calve in {days_remaining} days ({expected_calving_date}). 
Prepare the calving area.

Payment Due #

Code: payment_reminder
Type: Financial
Title: 💰 Payment Due from {customer_name}
Body: Invoice {invoice_number} for {amount_due} is due on {due_date}.