Email Templates

Customize email templates for automated system notifications. Email templates ensure consistent branding and professional communication with users and tenants.

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• What are Email Templates? : Automated emails
  • • Definition : Pre-designed email layouts for system-generated notifications
  • • Purpose : Maintain consistent branding, save time, ensure professionalism
  • • Customization : Edit subject, body, and merge fields to match your brand
  • • Automation : Automatically sent based on triggers (e.g., new contact, incomplete checkout)

Available Email Templates

• Available Email Templates : Types
  • • Welcome Email : Sent to new tenants or users upon registration
  • • Incomplete Checkout : Reminder for abandoned checkouts or unpaid orders
  • • Invoice Email : Sent with invoice details after payment or purchase
  • • Password Reset : Sent when users request password recovery

Each template is triggered by specific system events. Customize them to match your business communication style.

Email Template Editor Components

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• Email Template Editor Components : What you can edit
  • • Subject Line : The email subject visible in recipient's inbox
  • • From Name : Sender name displayed (e.g., Bswagic Support)
  • • From Email : Sender email address
  • • Email Body : HTML or plain text content
  • • Merge Fields : Dynamic placeholders like {{name}}, {{date}}, {{amount}}
  • • Preview : See how email looks before activating

The editor provides full control over email content while maintaining proper formatting and deliverability.

Common Merge Fields

• Common Merge Fields : Dynamic content
  • • {{name}} : Recipient's name
  • • {{email}} : Recipient's email address
  • • {{company}} : Company or tenant name
  • • {{date}} : Current date or specific event date
  • • {{amount}} : Payment or order amount
  • • {{link}} : Dynamic link (e.g., checkout link, reset password link)
  • • {{invoice_number}} : Invoice or order number

Merge fields personalize emails with recipient-specific data. Use double curly braces syntax: [[field_name]].

Editing an Email Template

• Editing an Email Template : Steps
  • • 1. Navigate : Go to Setup > Email Templates
  • • 2. Select Template : Click Edit for the template you want to customize
  • • 3. Update Subject : Edit the subject line
  • • 4. Edit Body : Modify email content using HTML or WYSIWYG editor
  • • 5. Add Merge Fields : Insert dynamic placeholders where needed
  • • 6. Preview : Review the email with sample data
  • • 7. Save : Click Submit to save changes

Example: For Incomplete Checkout template, you might use: Subject: [[name]], you left something in your cart! Body: Hi [[name]], we noticed you didn't complete your checkout for [[amount]]. Click here to finish: [[link]]

Best Practices for Email Templates

• Best Practices for Email Templates : Tips
  • • Brand Consistency : Use your brand colors, logo, and tone
  • • Clear Subject Lines : Make subject lines descriptive and engaging
  • • Test Merge Fields : Verify all placeholders work correctly before deployment
  • • Mobile Responsive : Ensure emails look good on mobile devices
  • • Include CTA : Add clear call-to-action buttons or links
  • • Avoid Spam Triggers : Don't use all caps, excessive punctuation, or spammy words
  • • Test Thoroughly : Send test emails to yourself before activating