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  1. Back Office guide
  2. System
  3. Templates

Email

PreviousTemplatesNextSMS

Last updated 8 hours ago

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In this subsection, you can manage HTML email templates that are used to notify clients and about specific event types.

Template types

On this page, you can manage the types of events about which clients and Back Office users can be notified by email.

General information

The following information is provided about each event type:

Name

The event type name.


Caption

The event type description.


Enabled

If Yes, an event type is enabled for triggering event notifications; otherwise, No.

To view the template type details, click the Edit button.

Details

On the details page, you can edit the Name and Caption fields, as well as enable or disable the template type.

Templates

On this page, you can manage HTML email templates that are used to deliver notifications about occurred events to clients and Back Office users.

General information

The following information is provided about each template:

Type


Locale

The language of an email template.


Subject

The subject of an email template.


Enabled

If Yes, an email template is enabled and can be used to deliver notifications; otherwise, No.

To view the template details, click the Edit button.

Details

In the Template window, you can view or edit the HTML code of a template.

To render the HTML code and view how a template will look in an email, click the Preview button.

If the template is enabled, it can be saved only after it is successfully rendered and displayed in the preview area.

Example

The following is an example of an HTML code for an email template:

View example
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml">
<head>
    <meta http-equiv="Content-Type" content="text/html; charset=utf-8"/>
    <meta http-equiv="X-UA-Compatible" content="IE=edge"/>
    <meta name="viewport" content="width=device-width, initial-scale=1.0">
</head>
<body style="margin: 0">

<table cellpadding="0" cellspacing="0" border="0" width="100%"
       style="font-family:Helvetica Neue,Helvetica,Lucida Grande,tahoma,verdana,arial,sans-serif;background-color:#{{ body_bg }};bgcolor:#{{ body_bg }};">
    <tbody>
    <tr>
        <td align="center" valign="top">
            <table cellpadding="0" cellspacing="0" border="0" width="100%"
                   style="border-collapse:collapse;max-width:620px;">
                <tbody>
                <tr>
                    <td width="10" style="width:10px">&nbsp;</td>
                    <td align="center" valign="top">
                        <table cellpadding="0" cellspacing="0" border="0" width="100%"
                               style="border-collapse:collapse;max-width:600px;">
                            <tbody>
                            <tr>
                                <td height="20" style="height:20px;line-height:20px">&nbsp;</td>
                            </tr>
                            <tr>
                                <td align="left" valign="top">
                                    <img src="{{ logo_url }}" width="{{ logo_width }}" height="{{ logo_height }}" alt="{{ company_name }}"
                                         title="{{ company_name }}">
                                </td>
                            </tr>
                            <tr>
                                <td height="20" style="height:20px;line-height:20px">&nbsp;</td>
                            </tr>
                            <tr>
                                <td>
                                    <table cellpadding="0" cellspacing="0" border="0" width="100%"
                                           style="max-width: 600px; border-radius: 8px; background-color:#{{ content_bg }};bgcolor:#{{ content_bg }};">
                                        <tbody>
                                        <tr>
                                            <td height="30px" style="height: 30px;line-height: 30px">&nbsp;</td>
                                        </tr>
                                        <tr>
                                            <td width="30" style="width:30px">&nbsp;</td>
                                            <td style="font-family:Helvetica Neue,Helvetica,Lucida Grande,tahoma,verdana,arial,sans-serif;font-size:22px;line-height:28px;color:#{{ title_color }};"
                                                align="left" valign="top">
                                                <b>
                                                    

<div data-gb-custom-block data-tag="if" data-0='' data-1='' data-2='' data-3='' data-4='' data-5='' data-6='' data-7='' data-8=''>

                                                    Dear {{ entity.info.givenName }},

                                                    

<div data-gb-custom-block data-tag="else"></div>

                                                    Dear client!

                                                    

</div>
                                                </b>
                                            </td>
                                            <td width="30" style="width:30px">&nbsp;</td>
                                        </tr>
                                        <tr>
                                            <td height="25px" style="height: 25px;line-height: 25px">&nbsp;</td>
                                        </tr>
                                        <tr>
                                            <td width="30" style="width:30px">&nbsp;</td>
                                            <td style="font-family:Helvetica Neue,Helvetica,Lucida Grande,tahoma,verdana,arial,sans-serif;font-size:17px;line-height:28px;color:#{{ text_color }};">
                                                <b>We have received a new deposit, which is being processed!</b>
                                            </td>
                                            <td width="30" style="width:30px">&nbsp;</td>
                                        </tr>
                                        <tr>
                                            <td height="30px" style="height: 30px;line-height: 30px">&nbsp;</td>
                                        </tr>
                                        <tr>
                                            <td width="30" style="width:30px">&nbsp;</td>
                                            <td style="font-family:Helvetica Neue,Helvetica,Lucida Grande,tahoma,verdana,arial,sans-serif;font-size:15px;line-height:28px;color:#{{ text_color }};">
                                                {{ application.resolution.localizedMessage }}
                                            </td>
                                            <td width="30" style="width:30px">&nbsp;</td>
                                        </tr>
                                        </tbody>
                                    </table>
                                </td>
                            </tr>
                            <tr>
                                <td height="10px" style="height:10px;line-height:10px">&nbsp;</td>
                            </tr>
                            <tr>
                                <td>
                                    <table cellpadding="0" cellspacing="0" border="0" width="100%"
                                           style="max-width:600px;background:#{{ content_bg }};bgcolor:#{{ content_bg }};border-radius:8px;">
                                        <tbody>
                                        <tr>
                                            <td height="30px" style="height: 30px;line-height: 30px">&nbsp;</td>
                                        </tr>
                                        <tr>
                                            <td width="30" style="width:30px">&nbsp;</td>
                                            <td style="font-family:Helvetica Neue,Helvetica,Lucida Grande,tahoma,verdana,arial,sans-serif;font-size:17px;line-height:28px;color:#{{ text_color }};">
                                                <b>Account No</b>: {{ account.account_id }} ({{ account.currency.getAlphaCode() }})<br>
                                                <b>Amount</b>: {{ amount }} {{ payment.currency.getAlphaCode() }}<br>
                                                <b>Deposit method</b>: {{ method.localizedCaption }}<br>
                                            </td>
                                            <td width="30" style="width:30px">&nbsp;</td>
                                        </tr>
                                        <tr>
                                            <td height="25px" style="height: 25px;line-height: 25px">&nbsp;</td>
                                        </tr>
                                        <tr>
                                            <td width="30" style="width:30px">&nbsp;</td>
                                            <td style="font-family:Helvetica Neue,Helvetica,Lucida Grande,tahoma,verdana,arial,sans-serif;font-size:17px;line-height:28px;color:#{{ text_color }}">
                                                Kind regards,<br>
                                                <b>Support team</b>
                                            </td>
                                            <td width="30" style="width:30px">&nbsp;</td>
                                        </tr>
                                        <tr>
                                            <td height="25px" style="height: 25px;line-height: 25px">&nbsp;</td>
                                        </tr>
                                        </tbody>
                                    </table>
                                </td>
                            </tr>
                            <tr>
                                <td height="15px" style="height:15px;line-height:15px">&nbsp;</td>
                            </tr>
                            <tr>
                                <td>
                                    <table cellpadding="0" cellspacing="0" border="0" width="100%"
                                           style="max-width: 600px;text-align: left;">
                                        <tbody>
                                        <tr>
                                            <td style="font-family:Helvetica Neue,Helvetica,Lucida Grande,tahoma,verdana,arial,sans-serif;font-size:13px;line-height:21px;color:#{{ footer_text_color }}">
                                                Need help? If you have any questions please contact us at
                                                <a href="mailto:{{ support_email }}" target="_blank" title="{{ support_email }}"
                                                   style="color:#{{ accent_color }}; text-decoration: none;">
                                                    {{ support_email }}
                                                </a><br>
                                                You are receiving this email because you are a registered member of {{ company_name }}.
                                            </td>
                                        </tr>
                                        </tbody>
                                    </table>
                                </td>
                            </tr>
                            <tr>
                                <td height="15px" style="height:15px;line-height:15px">&nbsp;</td>
                            </tr>
                            </tbody>
                        </table>
                    </td>
                    <td width="10" style="width:10px">&nbsp;</td>
                </tr>
                </tbody>
            </table>
        </td>
    </tr>
    </tbody>
</table>
</body>
</html>

In addition, you can return the HTML templates related to the selected template type to their default configurations. To do this, click the Actions button displayed in the upper-right page corner, and then select Reset templates in the dropdown. After that, the HTML email templates, which are listed on the page, are reset to defaults.

The .

The parameters, such as text color or company name, that are defined in the can be inserted in email templates. When an email notification is sent to a client or Back Office user, such parameters are replaced with the values that are specified for them in the storage.

Back Office users
email template type
Key-value storage
Templates