UX Customization

Customization templates let you personalize the entire verification experience, from the Truv Bridge widget to emails, SMS messages, and landing pages. Templates are configured per product type and can be managed in the Dashboard under Customization > Templates or programmatically via the Templates API. Truv adds default templates to your account tailored to your use case and products — open and edit these to get started.

Template configurations take priority over universal branding settings. Set a template as Primary to make it the default for its product type when creating new orders.

Manage templates

Truv automatically creates default templates in your account tailored to your products and use case. Adjust them in the Dashboard or via the API below.

API

Manage templates programmatically for automated workflows.

Operation	Endpoint	Description
Create	`POST /v1/templates/`	Create a new customization template
List	`GET /v1/templates/`	List all templates
Read	`GET /v1/templates/{id}/`	Retrieve a specific template
Update	`PATCH /v1/templates/{id}/`	Update template settings
Delete	`DELETE /v1/templates/{id}/`	Delete a template

Pass a template_id when creating an order to apply a specific template.

curl --request POST \
     --url https://prod.truv.com/v1/orders/ \
     --header 'X-Access-Client-Id: YOUR_TRUV_CLIENT_ID' \
     --header 'X-Access-Secret: YOUR_TRUV_CLIENT_SECRET' \
     --header 'Content-Type: application/json' \
     --data '{
  "products": ["income"],
  "first_name": "John",
  "last_name": "Doe",
  "email": "john@example.com",
  "template_id": "a1b2c3d4e5f6"
}'

In a multi-tenancy setup, each company has its own set of templates. Make sure you’re editing templates in the correct company context.

Settings

Configure the template’s core identity and order behavior.

Field	Description
Template name	Display name for the template. Cannot be “Default”.
Product type	One or more verification products this template applies to
Set as primary template for specified product type(s)	Preselects this template by default when creating new orders for the selected product type(s)
Add your end-user agreement or privacy policy	Toggle on to show a custom agreement on the landing page and in Bridge. Requires a display text label and a URL.
Link expiration	How long the verification link stays active before expiring
Send notifications to the end-user	Toggle whether email and SMS notifications are sent to the applicant
Notifications start	When notifications are first sent: on order creation, or 1–24 hours after
Customer support email address	Support email shown to end users during verification
Custom field	Toggle on to add a custom text field to orders. The value is entered when creating each order and appears in the email body and landing page.

Company branding

Configure the visual identity that appears across all touchpoints. If not specified, these will be inherited from the Branding settings set at the Dashboard level.

Field	Description
Logo	Displayed in emails, verification screens, and Truv Bridge
Company name	Name shown across all verification touchpoints
Accent color	Used for buttons and links. A warning is shown if the selected color is too light and may impact conversion rate.
Background color (desktop only)	Overlay background color shown on desktop
Hide confetti	Toggle to show or hide the confetti animation on successful connection
Bank name Direct Deposit Switch, Paycheck Linked Lending	Prefilled in emails and the landing page
Product name in Truv Bridge and on the landing page Paycheck Linked Lending	Overrides “Auto Pay” across all Bridge screens and the landing page

Customize Bridge

Search

Configure the search header for each product and data source combination:

Field	Max length	Description
Header	34	Search screen header text

Popular companies

Set the list shown to users before they search:

Field	Description
List of popular companies	Use the default list or upload a custom CSV (company name + domain, max 15 rows)
List of popular providers	Use the default list or upload a custom CSV for payroll providers or financial institutions
Bridge categories	Select which provider categories are visible in Bridge. At least one must be active.

Document upload

Configure which document types are accepted:

Field	Description
Document upload toggle	Enable or disable document upload as a fallback
Document types	Enable individual document types: Paystubs, W-2, 1099, 1040. For each: set mandatory/optional, minimum and maximum number of documents, and the upload button label.

Success screen

Customize what the end user sees after a successful connection:

Field	Max length	Description
Title	500	Success screen headline
Body	500	Supporting text. Use `{data_provider}` to display the connected provider’s name.
Button	26	Button text shown after connection

Customize the order flow

Customize the communication and landing pages users see when they receive an order via Hosted Orders or Manual Orders.

Email

Customize the emails sent to applicants. Each section has a First email and Reminder email sub-tab. Text applied to the first email can optionally be copied to the reminder.

Field	Max length	Description
Subject and header	2000	Email subject line and header text
Body	2000	Main body of the email
Button	26	Call-to-action button text
Caption	2000	Small text displayed below the button

SMS

Custom message text within a 120-character limit
Configurable follow-up SMS timing
The {link} variable is required and must be included in the message

Field	Max length	Description
Text	120	SMS message body. Must include `{link}`.

SMS reminders are only sent between 10am–6pm ET. Contact support@truv.com to enable SMS for your account.

Landing Pages

Initial landing page

Shown before the applicant starts verification:

Field	Max length	Description
Header	500	Headline text on the initial landing page
Body	500	Supporting body text
Hide frequently asked questions	—	Toggle to show or hide the FAQ section

Success landing page

Shown after a successful connection:

Field	Max length	Description
Header	500	Headline text on the success landing page
Body	500	Supporting body text

Expired landing page

Shown when the verification link has expired:

Field	Max length	Description
Header	500	Headline text on the expired landing page
Body	500	Supporting body text

Dynamic text variables

Use variables in emails, SMS, and landing pages to personalize messages with order-specific data.

Variable	Description	Available in
`{first_name}`	Recipient’s first name	All channels
`{last_name}`	Recipient’s last name	All channels
`{my_company_name}`	Your company name	All channels
`{order_number}`	Order tracking ID	All channels
`{link}`	Unique verification URL	Email, SMS
`{prospective_employer_name}`	Employer name	Employment orders
`{target_bank_name}`	Target bank name	Direct Deposit Switch (DDS) orders
`{target_account_type}`	Target account type	DDS orders
`{custom_field}`	Custom form input values	All channels
`{customer_support_email}`	Your support email	All channels

Results

Control what data is returned and displayed in reports. Fields vary by product type.

Income & Employment:

Field	Description
Deposit data	Show or hide the deposit data section in the report
Historical pay period summary	Show or hide the historical pay period summary section
Paystubs limit	Restrict returned paystubs to the most recent 1–6
W-2 years limit	Restrict returned W-2s to the most recent 1–3 years

Assets:

Field	Description
Days requested	Number of days of transaction history to retrieve (30–730, default 60)
Large deposits	Show or hide the large deposits section in the report
Large deposit threshold	Minimum amount ( $1–$ 100,000) for a deposit to be flagged as large

Next steps

Templates API

Full API reference for template management

Create Order

Apply templates when creating orders

Truv Bridge

The widget you’re customizing

Dashboard

Manage templates in the Dashboard UI

​Manage templates

​API

​Settings

​Company branding

​Customize Bridge

​Search

​Popular companies

​Document upload

​Success screen

​Customize the order flow

​Email

​SMS

​Landing Pages

​Initial landing page

​Success landing page

​Expired landing page

​Dynamic text variables

​Results

​Next steps

Templates API

Create Order

Truv Bridge

Dashboard

Manage templates

API

Settings

Company branding

Customize Bridge

Search

Popular companies

Document upload

Success screen

Customize the order flow

Email

SMS

Landing Pages

Initial landing page

Success landing page

Expired landing page

Dynamic text variables

Results

Next steps