Here's a summary of the guide on how to set up and customize email templates in the Webplanex wallet app:
- Accessing Email Settings:
- Locate the "Settings" button on the navigation bar within the app.
- Click on the "Email Settings" button in the top corner.
- Available Email Templates:
- Store Cash Earned (To Customer): Notifies customers when they earn store cash.
- Referral Completed (To Customer): Informs customers when they successfully complete a referral.
- Balance Expiry Reminder (To Customer): Reminds customers about their expiring wallet balances.
- Balance Summary Mail (To Customer): Notifies customers about their wallet balance.
- Store Credit Mail (To Customer): Notifies customers when they earn store credit.
- Coupons Reward Mail (To Customer): Notifies customers when they receive a discount coupon.
- Birthday Reward Mail (To Customer): Notifies customers when they receive a birthday reward.
- VIP Program Mail (To Customer): Notifies customers whenever their VIP tier is upgraded or downgraded.
- Wallet Summary Mail (To Admin): Notifies admins about the wallet summary.
- Reward Redemption (To Admin): Alerts store admins about customer balance redemptions.
- Editing Email Templates:
- Click the "Actions" button alongside a template and select "Edit".
- Customize the content, formatting, and subject line within the editor.
- Utilize available email variables to personalize the messages with relevant information.
- Sending Test Emails:
- Use the "Actions" button and choose "Send Test Email".
- Enter the email address where you'd like to receive the test message.
- Click "Send" to preview the template's functionality.
Important Notes:
- SMTP configuration is optional. If SMTP is not configured, Customer email notifications will still be sent successfully through the system.
- If you prefer to use your own domain email server, you can configure the SMTP settings by following the steps link.