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How to Create Dynamic Email Templates?

Email communications for each user journey and business event using pre-designed templates that adapt to specific scenarios.

Updated over 2 months ago

Accessing the Mail Template System

Follow these simple steps to manage your email communications:

Step 1: Navigate to Settings in the left sidebar menu

Step 2: Select Email Template from the settings options

Step 3: Choose a template to Edit or View its content
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Available Email Template Categories


Customer Communication Templates

  1. Order Delivered

    • Confirms successful delivery

    • Includes tracking information

    • Provides customer support details

  2. Customer Welcome

    • Greets new platform users

    • Introduces key features

    • Includes app download links

  3. Customer Forgot Password

    • Provides password reset instructions

    • Includes secure reset link

    • Offers additional support options

Vendor Management Templates

  1. Vendor Active

    • Welcomes new vendors

    • Provides onboarding information

    • Lists available resources

  2. Vendor Inactive

    • Notifies account deactivation

    • Explains reactivation process

    • Offers support contact

Driver Communication Templates

  1. Driver Active

    • Confirms driver approval

    • Details payment information

    • Explains delivery procedures

  2. Driver Inactive

    • Notifies account suspension

    • Provides appeal process

    • Lists required actions

Template Management Features

Edit Functionality

  • Customize subject lines

  • Modify email content

  • Add dynamic variables

  • Insert branding elements

View Functionality

  • Preview template appearance

  • Test with sample data

  • Check mobile responsiveness

  • Verify formatting

Status Management

  • All templates show "Active" status

  • Easy on/off toggle available

  • Filter by template status

  • Quick search functionality

Customization Best Practices

Subject Line Optimization

  • Keep subjects clear and concise

  • Include relevant information

  • Use action-oriented language

  • Personalize when possible

Content Structure

  • Start with clear greeting

  • State purpose immediately

  • Include relevant details

  • End with clear call-to-action

Template Design Guidelines

Branding Consistency

  • Use company logo

  • Maintain color scheme

  • Apply consistent fonts

  • Include signature elements

Content Requirements

  • Clear, concise messaging

  • Relevant information only

  • Professional tone

  • Mobile-friendly format

User Experience Focus

  • Easy-to-read layout

  • Clickable elements

  • Clear navigation paths

  • Accessible design

Template Testing Process

  1. Preview Template - Use the View function

  2. Test Variables - Ensure dynamic content works

  3. Check Formatting - Verify layout across devices

Advanced Template Features

Conditional Content

  • Show/hide sections based on user data

  • Customize offers for different segments

  • Adapt language for various regions

Automated Triggers

  • Time-based sending

  • Event-driven activation

  • Behavior-based personalization

Benefits of Dynamic Templates

  • Automation Efficiency - Save time with pre-designed templates

  • Brand Consistency - Maintain professional image across communications

  • User Engagement - Increase interaction with personalized content

  • Operational Scale - Handle high-volume communications easily

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