PingOne

Editing a notification template

You can edit existing notification templates to meet the needs of your organization.

  • For email, SMS, voice, and push notifications, each notification type includes a template with default settings.

  • For WhatsApp notifications, you must manually select the WhatsApp business account template that you want to use.

  • You must have the Environment Admin role or a custom role with equivalent permissions to add or edit notification templates.

The default templates in PingOne are provided as placeholders and can be customized based on your use cases and requirements.

Steps

  1. In the PingOne admin console, go to User Experience > Notification Templates.

  2. Locate the notification template you want to edit.

  3. Click the More options (⋮) icon and then click Edit.

    Result:

    The notification template opens in edit mode. If the notification has multiple delivery methods, you can edit them all on the same screen.

    To protect the email reputation scores for all of our customers, PingOne Trial licensees can’t use the built-in PingOne email domain (@pingone.com) to send email notifications with customized content. Paid licensees can customize the content, and Trial licensees can create custom email notification content when using their own SMTP server or custom email domains. Learn more in Setting up a trusted email domain and Configuring a custom SMTP email notification server.

  4. Select a language in the left pane and enter or edit the content for each delivery method.

    Repeat as needed for additional languages. Learn more about adding a language in Languages, and learn more about delivery methods and variables in Delivery methods and variables.

    • Click the icon to edit a field. Click the icon to save changes.

    • Click Restore default text to undo any content changes you have made.

    • Click X in the upper right to abandon changes and return to the notification template list.

  5. SMS notifications only: If you defined a Twilio Verify server for sending PingOne notifications, in the Twilio Verify Template list, select the Verify template that you want to use for the notification.

  6. Email notifications only: You can use HTML tags to format email templates and embed images. You can add server-based or Base64-encoded images with the <img> tag.

    • Server-based image: <img src="image_url" alt="description">

    • Base64 image: <img src="data:image/[image_type];base64,[Base64_string]" alt="description">

    To review your formatting, click Preview Email Template.

  7. Voice notifications only:

    • To change the default voice, in the Voice list, select a voice. You can find a list of supported voices in Delivery methods and variables.

    • If you use a custom voice provider and want to add a custom voice, select Custom, and then enter the name of the voice (for example, Polly.karl) in the provided field.

      The Voice section of a notification template. Custom is selected, and Polly.karl is entered in the field for providing the custom voice name

      Learn more about managing the languages supported for use with this notification template in Languages.

    • If you defined a Twilio Verify server for sending PingOne notifications, select the Verify template that you want to use for the notification in the Twilio Verify Template list.

      If you don’t select a template, the default Verify template is used. For voice notifications, if you select a different template, you must contact Twilio support to enable the use of alternative templates for your account because this Twilio feature is still in beta.

  8. WhatsApp notifications only:

    • Before selecting a WhatsApp message template, you must define a custom WhatsApp Sender account. Learn more in: (Customer Only) Configuring WhatsApp as a sender

    • You must use the WhatsApp message template (Category = Authentication). Only the PingOne Device Pairing and Strong Authentication templates support this category.

    • WhatsApp defines the WhatsApp message text and translations. You can’t edit them in PingOne.

    • If WhatsApp doesn’t support a language that’s defined in PingOne, the system language is used.

    • In the Device Pairing and Strong Authentication templates, for each language that you want to support, select the relevant WhatsApp message template.

      The list of WhatsApp message templates are defined in your WhatsApp business account.