Email Templates

• Available Email Templates
  • 1. Email Confirmation
  • 2. Welcome Email
  • 3. Password Reset
  • 4. New Contact Assigned
• Email Template Editor
  • Key Components
• How to Use the Email Template Feature
• Benefits

WhatsMark provides a centralized Email Templates interface to help administrators manage automated email communications. These templates are critical for system-generated notifications, ensuring users are well-informed at every touchpoint.

💡 Use Case: Customize emails like account verification, welcome messages, and contact assignment alerts to reflect your brand voice and provide clarity to users.

Available Email Templates

Each template supports a specific use case and can be tailored to suit organizational needs.

1. Email Confirmation

• Purpose: Sent to users when they sign up.
• Goal: Verify the user's email address for account security.
• Type: tenant
• Status: Active
• Subject: Email Confirmation

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2. Welcome Email

• Purpose: Welcomes new users to your platform.
• Goal: Establish rapport and guide users after registration.
• Subject: Welcome to {company_name}!

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3. Password Reset

• Purpose: Triggered when a user requests to reset their password.
• Goal: Facilitate secure password recovery.
• Subject: Password Reset Request

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4. New Contact Assigned

• Purpose: Notifies users when a new contact is assigned to them.
• Goal: Keeps team members updated with CRM or lead activity.
• Subject: 📌 New Contact Assigned to You

Email Template Editor

Administrators can edit template content using the in-app Email Template Editor, offering flexibility and branding control.

Key Components

Template Configuration

• Template Name: Internal reference (e.g., "Email Confirmation").
• Email Subject: Visible to recipients in their inbox (e.g., “Welcome to {company_name}!”).
• Use merge fields directly in the subject line for dynamic values.

Merge Fields Panel

These placeholders pull dynamic data into the message:

Group	Field	Example Usage
Tenant Other Group	{company_name}	Displays your company name
	{company_email}	Automatically includes your business email
	{light_logo}, {dark_logo}	Show logos based on user theme
	{base_url}	Links users back to your app/website
Tenant User Group	{first_name}, {last_name}	Greets users personally

You can drag or copy these fields into the subject or message content areas.

Email Content Editor

A rich text editor enables you to write, format, and structure your email content. Use this section to:

• Personalize messages using merge fields
• Add buttons or links (e.g., for email verification)
• Use HTML or rich formatting for branding

How to Use the Email Template Feature

1. Go to the Email Templates section in your WhatsMark admin panel.
2. Click on View Template for the email you want to customize.
3. Modify the subject and content using merge fields.
4. Click Save Template to apply changes.
5. Use Show Preview to test how the email will look before saving.

Benefits

• Automated Communication: Reduces manual effort by automating user notifications.
• Custom Branding: Use logos, company names, and styles for a branded experience.
• Dynamic Personalization: Merge fields ensure that emails are unique for every user.
• Security-First Messaging: Email confirmation and password reset templates improve trust and safety.
• Operational Efficiency: Users are always informed, reducing support queries.