PlanDocket

Email Templates

Manage automated email templates for various workflows.

Email templates define the content of automatic emails sent during certain actions, such as application approval, password reset, or payment receipt. Templates support placeholders for personalized content.

Managing Templates

  • Template List - Overview of all configured email templates with their purpose
  • Edit Template - Customize subject and content of a template
  • Placeholders - Insert dynamic values like {{name}}, {{event_name}}, {{company_name}}
  • Preview - Preview the email with sample data
  • Test Email - Send a test email to your own address

Available Template Types

  • Application Approval - Email on application approval with access credentials
  • Application Rejection - Email on application rejection
  • Password Reset - Email with link to reset password
  • Welcome Email - Welcome email after successful registration
  • Payment Confirmation - Confirmation after payment receipt
  • Reminders - Payment reminders in various escalation levels

Tips

  • Test each template with a test email before using it in production
  • Keep email texts short and action-oriented
  • Use the preview function to ensure all placeholders are correctly replaced
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