Setting Up and Customizing System Emails for Your Platform

System emails are a key part of user account management, ensuring effective communication between your platform and your end users. These emails facilitate confirmation processes, password resets, and other important account-related actions. To give your clients a seamless experience, it's essential to configure these communications accurately and efficiently.

Accessing System Emails

1. Navigate to the Account section in your dashboard.

2. Click on System Emails from the menu options. Here, you will manage all types of automated emails your platform sends.

Creating a New System Email

1. Initiate Creation
   Click the "+" button in the top right corner to start configuring a new system email. This will open a pop-up window with various fields to fill out.
2. Configure Email Details
   Fill in each of the following fields carefully:

• System Email Type: Select from options the type of system email you wish to create. Each type serves a specific purpose:
  • • • Account Confirmation: Sent when a new account is created.
      • User Confirmation: Used for verifying the addition of new users.
      • Sender Confirmation: Required when verifying an email sender.
      • Password Reset: Sent to users requesting a password change.

• Language: Choose the preferred language for this email. Make sure it matches the language most used by your audience to enhance user comprehension.
• Sender: Pick the appropriate sender email from your list of approved addresses. This is the email address that users will see and should recognize. Make sure you are using an authenticated domain.
• Template: Select the template you’ve designed for this type of email. Templates should be prepared in advance, ensuring they are aligned with your brand’s visual identity and messaging. You can find them under your “General Templates” in the Assets section.

3. Review and Confirm
   Carefully review all the information you’ve entered to make sure it’s correct. Once satisfied, click the "Confirm" button. This will finalize your settings and activate the system email.

How System Emails Work

Once set up, system emails are automatically sent to end users whenever a corresponding action occurs, such as account verification or password reset requests. This automation ensures users receive important notifications without delay, streamlining your communication processes.

Note : In order for your system email to work, you need to add the appropriate merge tags to trigger the desired action. You can do so by following these steps : 

1. Go to “General Templates”
2. Create your System Template then Edit it
3. Add a call-to-action in your email
4. Select the text area in your CTA and click on “Merge Tags”

5. Finally, select the appropriate merge tag to add

Managing and Updating System Emails

You can always return to the System Emails section to review or modify your configurations. Updating system emails periodically helps keep your content relevant and aligned with any updates or changes to your platform.