Email Templates ​

In WhatsMark, the Email Templates section allows administrators to manage system-generated email notifications. This feature ensures smooth communication with users by automating key email alerts.

1. Email Confirmation ​

• Sends a confirmation email when a user registers on WhatsMark.

2. Welcome Email ​

• Sends a greeting email to new users, welcoming them to WhatsMark and providing key information.

3. Password Reset ​

• Sends an email with password reset instructions when a user requests to change their password.

4. New Contact Assigned ​

• Notifies a user when a new contact is assigned to them in WhatsMark.

Email Template Editor ​

• Purpose: Sends a confirmation email when a user registers on WhatsMark.
• Template Name: Email Confirmation
• Subject: Email Confirmation
• Available Merge Fields:
  • Contact Group: Includes details related to leads and contacts
  • User Group: Contains user-related merge fields

Message Content: ​

• The email welcomes the user, using placeholders for their first and last name.
• It informs them about the email verification requirement for security.
• The template welcomes the new user by using {first_name} and {last_name}.
• It informs them about the necessity of verifying their email for security.
• A call-to-action prompts the user to verify their email by clicking a button.
• You can add specific merge fields to customize the message content in the email template.