Manage Email Templates
By using email templates, you can send confirmation emails to customers as well as notifications to admins. Here's how to manage and customize these templates.
Last updated
By using email templates, you can send confirmation emails to customers as well as notifications to admins. Here's how to manage and customize these templates.
Last updated
Access Email Templates:
Go to the email templates section in the Insureful app.
Edit Email Subject and Content:
Click on the Edit button next to the email template you want to modify.
You will be redirected to the content page.
Customize Email:
Edit the email subject and content in your desired format.
Use the provided tags to format your email content effectively.
Save Changes:
After editing, click on the Update button to save your changes.
The app provides five types of email templates for both admin and customer notifications:
Claim Request Template for Admin:
Purpose: Sent to admin when a customer requests a claim on their order.
Claim Requested Email for Customer:
Purpose: Sent to the customer to confirm their claim request.
Claim Refund Email for Customer:
Purpose: Sent to the customer when their claim request for a refund is approved by the admin.
Claim Re-Order Email for Customer:
Purpose: Sent to the customer when their claim request for a reorder is approved by the admin.
Claim Cancel Email for Customer:
Purpose: Sent to the customer when their claim request is canceled due to unfair means on the customer's part.
By following these steps, you can easily manage and customize your email templates, ensuring effective communication with your customers and admins.