Notifications Configuration

Configure email and SMS notification templates and triggers

Set up automated notifications to members for events, renewals, and other activities.

Capabilities

Action	ROLE_CLIENT_ADMIN	ROLE_CLIENT_USER
View templates	✅	✅
Create templates	✅	❌
Edit templates	✅	❌
Configure triggers	✅	❌
Send test emails	✅	❌

Features

Notification Types

Email Notifications

Rich HTML emails with customizable templates

SMS Notifications

Short text messages for urgent communications

Acceptance Criteria

Frontend

• Rich text editor for message body
• Live preview (desktop/mobile)
• Design customization panel
• Trigger configuration interface
• Send test email functionality

Backend / API

• Backend behavior supports this feature as documented.

Permissions

• Access is restricted per the Capabilities matrix on this page (or equivalent role rules).

Business Rules

• All business rules for this feature are enforced.

Error Handling

• Error states return clear messages and appropriate HTTP status codes.

Template Builder

Content

• Subject line (email only)
• Message body with rich text editor
• Merge tags for personalization
• Preview in desktop and mobile views

Design

• Background color
• Header logo
• Header image
• Font selection
• Footer banner

Settings

• Template name
• Template type (email/SMS)
• Active/inactive status
• Trigger configuration

Acceptance Criteria

Frontend

• Template list with search and filter
• Drag-and-drop template builder
• Template duplication

Backend / API

• Backend behavior supports this feature as documented.

Permissions

• Access is restricted per the Capabilities matrix on this page (or equivalent role rules).

Business Rules

• Template names must be unique
• Email templates require subject line
• SMS templates limited to 160 characters (or 306 for multi-part)
• At least one default template per trigger type
• Cannot delete template if it’s the only one for a trigger

Error Handling

• Error states return clear messages and appropriate HTTP status codes.

Available Merge Tags

Tag	Description	Example
{FirstName}	Member’s first name	John
{LastName}	Member’s last name	Smith
{FullName}	Full name	John Smith
{Email}	Email address	[e-mail]
{MembershipPlan}	Current plan name	Professional
{MembershipExpiryDate}	Expiry date	15 Jan 2026
{DOB}	Date of birth	1 Mar 1985
{City}	City	Sydney
{State}	State	NSW
{Country}	Country	Australia

Acceptance Criteria

Frontend

• Merge tag insertion buttons

Backend / API

• Backend behavior supports this feature as documented.

Permissions

• Access is restricted per the Capabilities matrix on this page (or equivalent role rules).

Business Rules

• Merge tags must be valid (invalid tags render empty)

Error Handling

• Error states return clear messages and appropriate HTTP status codes.

Notification Triggers

Configure when notifications are sent:

Trigger	Description
Membership Renewal	X days before expiry
Membership Expired	On expiry date
Payment Failed	On payment failure
Payment Success	On successful payment
Event Registration	On event signup
Event Reminder	X days before event
Course Completion	On course completion
CPD Reminder	When CPD is due
Welcome	On account creation

Acceptance Criteria

Frontend

• UI supports the workflows described in this feature.

Backend / API

• Backend behavior supports this feature as documented.

Permissions

• Access is restricted per the Capabilities matrix on this page (or equivalent role rules).

Business Rules

• All business rules for this feature are enforced.

Error Handling

• Error states return clear messages and appropriate HTTP status codes.

Implementation Contracts

Backend (API)

GET    /api/notifications/templates           # List templates
POST   /api/notifications/templates           # Create template
GET    /api/notifications/templates/{id}      # Get template
PUT    /api/notifications/templates/{id}      # Update template
DELETE /api/notifications/templates/{id}      # Delete template

POST   /api/notifications/templates/{id}/test # Send test
POST   /api/notifications/templates/{id}/duplicate # Clone

GET    /api/notifications/triggers            # List triggers
PUT    /api/notifications/triggers/{id}       # Update trigger

GET    /api/notifications/logs                # Sent notifications log

Data Model

interface NotificationTemplate {
  id: string;
  name: string;
  type: 'email' | 'sms';
  
  // Content
  subject?: string;  // Email only
  body: string;
  
  // Design (email only)
  backgroundColor?: string;
  headerLogoUrl?: string;
  headerImageUrl?: string;
  fontFamily?: string;
  footerBannerUrl?: string;
  
  // System
  active: boolean;
  createdAt: string;
  updatedAt: string;
  lastSentAt?: string;
  sendCount: number;
}

interface NotificationTrigger {
  id: string;
  type: string;
  templateId: string;
  enabled: boolean;
  config: {
    daysBefore?: number;
    daysAfter?: number;
  };
}

Error Handling

Error	HTTP Status	Message
Duplicate name	409	”A template with this name already exists”
Missing subject	400	”Email templates require a subject line”
SMS too long	400	”SMS message exceeds character limit”
Invalid merge tag	400	”Invalid merge tag: ”