How to Create Email Templates in Loyalty Management App?

Updated on July 27, 2020 08:07AM by Admin

  • Go to the Loyalty Management App from the App header bar. Select the Settings icon from the App Header of the Loyalty Management App.
App Header

  • In the Settings page, go to Emails → Email Templates from the left panel. The Email Templates page will appear. Click on the “Create” button.

  • Fill in the required details :
    • Template - Name of the Email template.
    • Subject - Subject of the Email template.
    • Message - Content of Email template.
    • Insert Attributes - This feature lets you insert the default attributes found in the Loyalty Management App. These are the attributes which are standard and also customized based on your requirement.
    • Available for Compose Email - Sliding the toggle ON, will make this template listed when composing emails.
    • Available for Notes - Sliding the toggle ON, will make this template listed when creating notes.
Create Template

  • Click on the “Create” button. A new template is created.
Template Created

  • This template will be available while composing an email in a Loyalty program.
Email Tab

  • As the toggle is enabled for Available for Notes, it will be listed in the template section of Notes.