Email Templates Management Guide
The Email Templates module allows administrators to create, manage, and maintain reusable email templates used for notifications, alerts, approvals, password resets, onboarding, and automated communications.
Overview
Email Templates provide centralized management of system-generated emails.
- Create reusable email templates
- Manage notification content
- Configure dynamic variables
- Support automated workflows
- Standardize communication formats
- Integrate with SMTP configuration
Email Templates Table
Displays all configured email templates available in the system.
| Column | Description |
|---|---|
| Actions | View, Edit and Delete template records. |
| Email Template ID | Unique template identifier. |
| Email Template Name | Display name of template. |
| Email Template Slug | Unique system slug. |
| Email Status | Template availability status. |
| Company Name | Associated company or tenant. |
Advanced Filters
Quickly locate templates using available filter options.
- Email Template Name
- Email Template Slug
- Status Filter
- Company Filter
Action Buttons
| Action | Description |
|---|---|
| View | Preview email template. |
| Edit | Modify template content. |
| Delete | Remove email template. |
Top Toolbar Options
Create Template
Create a new email template.
API Documentation
Access email API references.
Export & Utility Options
- Copy records
- Export to Excel
- Export to CSV
- Export to PDF
- Print records
- Column visibility controls
- Restore default view
Search & Pagination
- Instant template search
- Records per page selection
- Pagination controls
- Quick navigation
Quick Links
Email Templates
Create and manage reusable email templates used for system notifications.
Email Configuration
Configure SMTP settings, sender details, authentication, and delivery options.
Common Email Templates
- Welcome Email
- Forgot Password
- Password Change
- User Registration
- Approval Notification
- Workflow Alert
Best Practices
- Use meaningful template names.
- Maintain consistent branding.
- Use template variables effectively.
- Test templates before deployment.
- Keep content concise and clear.
- Review templates periodically.