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Location: Business Verifications → Configurations → Email template There are three types of email templates: for new verification requests, for requests to update information, and for completed companies. The Business Verification (KYB) form link is sent by including it inside the template — either by pasting the raw session URL or the ready-made HTML.
1

Create a new template

Click Create new, then enter a unique name for the template. This name is only used to identify the template in later steps — it is not shown to recipients.
2

Select the email type

Choose which process the template applies to:
Email template type selection — new verification request, request to update information, or completed company
  • Send with a new verification request — sends the new business verification session URL to your client.
  • Send with a request to update information — sends the renewed business verification session URL to request an information update.
  • Send email for completed company — sends the verification result to a company whose verification has completed.
3

Enter the email subject

Type the subject line that will appear in the recipient’s inbox.
Email subject field in the email template editor
4

Write the email content

Type the body of the email, then click Add verification link to insert the placeholder for the verification session URL.
Email content editor with the Add verification link button
Without the verification link placeholder, the recipient has no way to reach the verification session — always include it before saving.
5

Save the template

Click Save to make the template available for selection when sending verification or update requests.

Related topics

Additional Setup OptionsQuestionnaire Template SetupCreating a KYB SessionCompany ExpirationShopify