In this subsection, you can manage HTML email templates that are used to notify clients and Back Office users 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.
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 Templates page, are reset to defaults.
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:
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.
The parameters, such as text color or company name, that are defined in the Key-value storage 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.
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:
