SMS templates
IntaSend can text your customers when they pay you, and when you pay them. You can replace the default wording with your own template, one for collections and one for payouts.
| Template type | Sent when | Sent for |
|---|---|---|
| Collection | A payment completes | M-Pesa and Co-op Bank (B2B) payments |
| Payout | A payout succeeds | Every provider except M-Pesa B2B, PesaLink and KPLC, which have no phone number to text |
Each type is sent only if its SMS notification is turned on for your account.
Create a template
- In the dashboard, go to Settings → Messaging.
- Click Create and pick the template type: Collection or Payout.
- Write the message, adding fields as
{{FIELD}}, and save.
Your template replaces the default until you delete it.
Collection fields
| Field | Value |
|---|---|
{{CURRENCY}} | Payment currency |
{{VALUE}} | Amount paid |
{{METHOD}} | Payment method, for example M-PESA |
{{BUSINESS}} | Your business name |
{{SUPPORT_EMAIL}} | Your support email |
{{INVOICE_ID}} | IntaSend invoice ID |
{{PROVIDER_REF}} | Provider reference, for example the M-Pesa code |
{{UPDATED_AT}} | When the payment completed |
Your payment of {{CURRENCY}} {{VALUE}} to {{BUSINESS}} has been received via {{METHOD}}. Ref #{{INVOICE_ID}}.
Payout fields
| Field | Value |
|---|---|
{{AMOUNT}} | Amount sent |
{{REF}} | Provider reference, for example the M-Pesa code |
{{SENDER}} | Your business name |
{{NARRATIVE}} | The transaction's narrative, first 22 characters. Empty if none was sent. |
You have received KES {{AMOUNT}} from {{SENDER}}. Ref {{REF}}. Reason: {{NARRATIVE}}