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System Email Template

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3 min read
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System Email Templates are email design templates that are predefined in the system and are used for system-generated emails. You can modify the design of the system email templates are it more professional and official.

 

To use or modify the system email templates:

1. Go to the Admin panel.

2. Under the Configuration setting, click on ‘System Email Templates’.

configurations

The predefined system email templates are as follow:

  • Contact by Email
  • User Invite
  • Email Verification
  • Reset Password
functions

3. There are three action buttons related to managing the system email templates that you have to be familiarized with.

editEdit the system email template according to your company’s preferences or brand design.
viewView the system email design template that you have edited. This action button only appears once you have modified the default template.
view defaultView the default system email template for the design.

4. By default, the system email design templates bear the Saphyte design. To modify the design template, click ‘Edit’.

details

5. You have two options to edit the system email template:

  • Create from Scratch – this lets you create your own template and content by clicking one of the three choices:
    • Default – this is the default template in the system that contains the Saphyte design
    • Blank – this lets you create your template and content completely from scratch. You can use the content editor tools to help you.
    • Basic Template – this is a template that includes the basic content of an email based on the type of system process. All you just have to do is edit and populate the content.
template
  • Upload HTML file – if you have designed your email template using HTML codes, you can upload the HTML code by clicking ‘Choose File’.
template

Every time you modify the template, you will be able to view your changes on the ‘Preview’ panel.

Template

6. There are variables that you can include in the content of your email template to automate the population of content based on your database. Instead of you always manually typing the recipient’s name, you can input {{recipient_name}} and the content will automatically map the recipient’s name and attribute it to the variable.

For example, if you are sending an email to Johnny Bravo, and in your email, you have written Dear {{recipient_name}} when the client will receive the email, it will not appear as “Dear {{recipient_name}} instead, it will appear as “Dear Johnny Bravo”.

7. Make your system email template active in the system by clicking the Active status.

details

8. Click on ‘Save’ once finalized.