How to configure email templates

Learn how to configure email templates to notify clients and Back Office users about specific system events

Email templates are used to notify clients and Back Office users about specific system events. You can configure custom email templates instead of pre-configured ones. For a full list of supported event types and related pre-configured email templates, refer to Email template types. Some types are used to notify clients, while others are for Back Office users.

To configure an email template:

1

Navigate to System > Templates > Email > Templates.

2

Click +Create in the upper-right page corner.

3

On the Create email template page, fill in the following fields:

• In the Type dropdown, select the event type for which the email template will be used.

  For example, accountCreated: when a wallet or trading account (such as on the MetaTrader platform) is created for a client, this template will be used to send an email notification.

• In the Locale dropdown, select the language of the email template.

• In the Enabled dropdown, select Yes.

• In the Subject field, enter the subject of the email template.

• In the Email template field, specify the HTML layout for the email template.

4

Click Preview to render the HTML and check how the template will appear in an email, ensuring there are no layout errors.

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

5

Click Save to create the template.

The template will be used to send email notifications for the selected event type.

How to add download links for trading terminals to email templates

Adding download links for trading terminals to email templates can be helpful when sending account creation emails to clients, allowing them to easily access the required terminals.

To add the download links:

1

Navigate to System > Templates > Email > Templates.

2

Select the required template, such as accountCreated, cTraderAccountCreated, MatchTraderClientCreated, or others. These templates are used to send emails to clients when accounts on the respective platforms are created. Including download links for the corresponding terminals may be useful.

3

Click the Edit button to open the template details.

4

In the Email template field, add the download links in HTML format.

Example:

For Web: <a href="{link-to-web-trading-terminal}" target="_blank" title="Open" style="color:{color-code}; text-decoration: none;">Open</a><br>
For Windows: <a href="{download-link}" target="_blank" title="Download" style="color:{color-code}; text-decoration: none;">Download</a><br>
For Mac: <a href="{download-link}" target="_blank" title="Download" style="color:{color-code}; text-decoration: none;">Download</a><br>
For Linux: <a href="{download-link}" target="_blank" title="Download" style="color:{color-code}; text-decoration: none;">Download</a><br>
For iOS: <a href="{download-link}" target="_blank" title="Download" style="color:{color-code}; text-decoration: none;">Download</a><br>
For Android: <a href="{download-link}" target="_blank" title="Download" style="color:{color-code}; text-decoration: none;">Download</a><br>

If using the above example, make sure to replace {link-to-web-trading-terminal} and {download-link} with the actual URLs for each trading terminal, and {color-code} with the desired color code for the links. You can also adjust other styles, such as text-decoration, as needed to match your email template design.

5

Click Preview to render the HTML and check how the template will appear in the email, ensuring there are no layout errors.

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

6

Click Save to apply the changes.

The email template will include the trading terminal download links, making it easier for clients to access the platforms directly from their notifications.