Create a Notification Template

Fairways Fx enables you to send email notifications through exposures and risks. Create notification templates to customize the content to meet your needs.

 

Navigate to Notification Center
  1. Log in to your Fairways Fx account, e.g. https://login.financeactive.com/login.
  2. Select an account.

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  1. Navigate to Administration > Notification Center.

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Create a Notification Template
  1. Click Actions > Create Template.

Administration_Notification_Center_EN.png

  1. Complete the form with all relevant details.
Field Description
Name Template name.
Description Additional details about the template.

Notification_Template_Create_EN.png

  1. Add and design:
    • Fixed contents.

Notification_Template_Create_Fixed_EN.png

    • Dynamic contents:
      1. Right-click to open the Dynamic Data page in a new tab. 

Notification_Template_Create_Dynamic_EN.png

      1. Copy the relevant macro.

Notification_Template_Create_Dynamic_Macro_EN.png

      1. Paste the macro copied into the email content.

In this example, the email will display the risk reference, currency and amount.

Notification_Template_Create_Dynamic_Macro_EN.png

The content is coded in the Code Preview.

  1. Click Validate.

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The new notification template displays in the list.

Administration_Notification_Template_EN.png

 

What's Next?
Related Documentation
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