Content and Templates

Two admin sections control everything an insured reads in the portal:

• Content — every visible string on every page (headings, helper text, button labels, footers, legal disclosures).
• Templates — the email, SMS, push, header, and footer templates that go out automatically.

Together, these are the most-edited areas of the admin console. Plan to revisit them in the first 30 days post-launch as you learn what insureds find confusing.

Content — the anatomy of a page

Every portal page is made of content blocks. A block is a unit of editable copy with a stable key (e.g., dashboard.balance.title). When BriteCore ships a new feature, the new block keys appear with a default value; you override them with your own copy.

Editing a block

1. Open Content in the admin sidebar.
2. Use the page picker (top of screen) to navigate to the page you want to edit — for example, Dashboard or Sign-in.
3. Click any string in the live preview pane. The editor opens on the right.
4. Edit the text. Markdown is supported for inline emphasis, links, and lists.
5. Optional: add a localized variant — e.g., a Spanish version for dashboard.balance.title.
6. Click Save block. Changes go live to the dev portal in under 30 seconds.

Bulk editing

For large copy passes (e.g., a tone-of-voice rewrite), use Export to CSV at the top of the Content page. The export includes block key, current value, and language. Edit in your spreadsheet of choice, then Import the updated CSV — the import is validated and shown as a diff before commit.

Content rules of thumb

• Match your brand voice. The default copy is friendly and plain. If your brand voice is more formal, rewrite — don't translate piecemeal.
• Keep helper text under 12 words. Most help text appears under a form field on a phone. Long sentences wrap awkwardly.
• Never put policy data in content blocks. Content blocks are static; policy data (balance, coverage, etc.) flows from BriteCore.

Templates — automated communications

Templates drive every automated message the portal sends. The most-used templates:

Editing a template

1. Open Templates in the admin sidebar.
2. Pick the channel tab (Email / SMS / Push) and the template by name.
3. The editor shows three things side-by-side:
   • Subject (email) or Title (push).
   • Body — supports merge tags like {{policyholder.first_name}}, {{policy.number}}, {{balance.amount_due}}.
   • Preview pane — renders the template with sample data. Toggle between desktop, iOS Mail, and Gmail mobile to spot rendering issues.
4. Click Send test to email or push the template to yourself. Always test on a real device — preview catches 90% of issues; some show up only in the actual mail client.
5. Click Save.

Available merge tags

The most common merge tags (full list under each template):

{{policyholder.first_name}}        {{policy.number}}
{{policyholder.last_name}}          {{policy.product}}
{{policyholder.email}}              {{policy.expires_on}}
{{policyholder.phone}}              {{balance.amount_due}}
{{carrier.name}}                    {{balance.due_date}}
{{carrier.phone}}                   {{claim.number}}
{{carrier.support_email}}           {{claim.status}}
{{portal.url}}                      {{agent.first_name}}
{{enrollment.code}}                 {{agent.phone}}

Merge tags resolve at send time using live data from BriteCore.

Template rules of thumb

• Subject lines under 50 characters render fully on most mobile mail clients.
• Push notifications under 100 characters display without truncation on iOS and Android lock screens.
• Always include a fallback for null fields. {{agent.first_name|default:"your agent"}} prevents "Hi $," in emails when the agent record is incomplete.
• One CTA per email. Multiple competing buttons reduce click-through.

Localization

Both Content and Templates support multiple languages.

1. Open Settings > Languages and enable each language you want to support (English and Spanish are the default pair).
2. In Content, each block now has tabs for each enabled language — provide a translation per block.
3. In Templates, you'll find a duplicated set of templates per language. Translate the body and subject.
4. Insureds set their preferred language in Profile > Language. The portal switches automatically.

Right-to-left layouts (Arabic, Hebrew) are handled automatically when you enable an RTL language — no separate template needed.

Versioning and rollback

Every save is versioned with a timestamp and the editor's user. To roll back:

1. Open the block or template.
2. Click History in the top right.
3. Pick a prior version.
4. Click Restore — the previous content becomes the live version.

See also

• Branding & Appearance
• Settings & Feature Toggles
• Helping a Policyholder Enroll — to understand which templates are tied to enrollment