Email Template Configuration Guide

The Email Template Form allows administrators to create, edit, and maintain reusable email templates used throughout the platform for notifications, alerts, approvals, onboarding, password management, and workflow communications.

Overview

Email Templates provide centralized control over automated communication content.

  • Create reusable email templates
  • Configure email subjects
  • Design rich HTML emails
  • Manage template variables
  • Associate SMTP configurations
  • Support workflow notifications

Template Configuration

Field Description
Email Configuration Select SMTP or email configuration.
Email Template Type Choose notification category.
Company Assign template to company.
Email Template Name Unique template display name.
Email Template Slug System identifier used internally.
Email Subject Subject displayed in inbox.

Email Template Designer

Rich text editor used to create and customize email content and formatting.

  • HTML formatting
  • Font styling
  • Images and links
  • Lists and tables
  • Dynamic placeholders
  • Responsive email layouts

Email Store Variables

Variables are used to inject dynamic data into email templates at runtime.

Variable Type Example
User Name
Email Address
Workflow ID
Company Name

Email Template Help Guide

The help guide panel provides instructions for each field used during template creation.

  • Email Configuration
  • Email Template Type
  • Company Assignment
  • Template Name
  • Template Slug
  • Email Subject
  • Email Content
  • Store Variables

Available Actions

Action Description
Import Import email template configuration.
API's Access API documentation.
Back Return to Email Template List.
Submit Save email template.

Quick Links

Email Templates

Manage reusable email templates.

Email Configuration

Configure SMTP settings, sender details and authentication.

Common Template Types

  • Welcome Email
  • Forgot Password
  • Password Reset
  • User Registration
  • Approval Notification
  • Workflow Notification
  • System Alert

Best Practices

  • Use meaningful template names.
  • Keep email subjects concise.
  • Test all dynamic variables.
  • Use responsive email layouts.
  • Maintain consistent branding.
  • Preview emails before deployment.