Email Templates ​

The Email Templates feature in WhatsMark allows administrators to manage and customize system-generated emails. This ensures seamless communication with users by automating important notifications such as account confirmations, password resets, and new contact assignments.

Available Email Templates ​

1. Email Confirmation ​

• Automatically sends a confirmation email when a user registers on WhatsMark.
• Helps verify the user's email to enhance security.

2. Welcome Email ​

• Sends a warm welcome message to new users upon account creation.
• Includes key information to help users get started.

3. Password Reset ​

• Sends an email with password reset instructions when a user requests to change their password.
• Ensures a secure and straightforward password recovery process.

4. New Contact Assigned ​

• Notifies users when a new contact is assigned to them within WhatsMark.
• Ensures they stay updated with important lead or customer information.

Email Template Editor ​

Customize Your Email Templates ​

The Email Template Editor allows administrators to modify the content of system-generated emails. You can personalize messages using merge fields, ensuring a tailored experience for each recipient.

Configuration Options ​

Template Name & Subject

• Each email template has a name and a subject line that can be customized based on the type of email.

Available Merge Fields

• Merge fields allow dynamic insertion of personalized details:
  • Company Information: {site_name}, {company_email}, {light_logo}
  • User Information: {first_name}, {last_name}, {base_url}
  • Contact Details: Includes lead-related information

Message Content

• The email body can be fully customized to match your brand and communication style.
• You can add a call-to-action button for verification or user engagement.
• Ensures professional and structured communication with users.

How to Use the Email Template Feature ​

• Navigate to the Email Templates section in WhatsMark.
• Select the email template you want to edit.
• Use the merge fields to personalize the message.
• Save the template and apply changes.

Benefits ​

• Automates essential email communications
• Ensures users receive timely updates and notifications
• Allows customization with merge fields for a personalized experience
• Enhances user engagement and security