Push Templates

Overview

The Push Template defines the mobile or in-app notification that will be delivered when this workflow triggers. It’s concise and ideal for real-time alerts.

A Notification Template must be activated and added to a Process to be sent. Learn how to set up Processes here.

Inactive templates cannot be sent.
Templates not added to a Process cannot be sent.

Steps to Complete

Click into the Subject field and type a short and clear subject (e.g., LEAD Status=WORLD_CHECK).

Keep it short and action-oriented, it's the first thing the user sees in a push alert.

Click into the rich text editor below the subject and type the message you want the user to receive.

Then, select the icon that best suits the purpose of your message.

Detailed List here:

Bell – General Notification
Checkmark – Success
Exclamation – Warning
Info – Informational
Upload – File/Document-related
Lock – Security/Permission
Folder – File/Directory
Chart – Report/Performance

Choosing the right icon helps categorize and visually distinguish the notification.

Insert Placeholders and Links

👉 Refer here for detailed steps.

Object Fields and Current Value

Click and choose from the Object Fields dropdown.
Once selected, the Current Value will auto-populate with a placeholder (e.g., [[${id}]]).
Click Insert to place the field into the message body.

Create a Link (Optional)

If you want to include a clickable link in the notification:

Click Create Link.
Fill in the required fields:
- Object Fields: Choose a field to dynamically generate link data.
- Current Value: Will show the placeholder (e.g., [[${id}]]).
- URL*: Enter the post-domain path and query parameters copied from the platform (can also contain placeholders).
- Display Text: The clickable text that will appear in the email (e.g., Lead).

The URL field should only include the path and query part of the link — not the full domain name.

✅ Correct: /detail/lead?id=[[${id}]]

❌ Incorrect: https://reluna.com/detail/lead?id=[[${id}]]

Click OK to insert the link, or Cancel to exit without saving.

The ${FRONTEND_URL} is automatically replaced by the platform’s domain during email generation. However, the path after the domain (for example /detail/lead?id=...) must be manually defined in the link.

Save the Notification Template

After setting up:
- Recipients (via Message section)
- Criteria (conditions)
- Email & Push Templates
Click the Save button to save the notification template.