---
url: >-
  https://docs.corbitaltech.dev/products/whatsmark-saas/tenant/email-templates.md
description: >-
  Learn how to configure and customize email templates in WhatsMark SaaS for
  automated notifications like user confirmations, password resets, and contact
  assignments.
---

# Email Templates

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.

![Email Templates Overview](../images/email-template/email-tenat.png)

## 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*

***

### 2. **Welcome Email**

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

***

### 3. **Password Reset**

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

***

### 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.

![Email Template Editor](../images/email-template/template-editor.png)

### 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.