Notify Email Template Creation Guide

Welcome to the Notify email template creation guide! This document will walk you through the process of creating and managing email templates within the Notify dashboard. Email templates allow you to standardize your communications while personalizing content for each recipient.

Table of Contents

1. Getting Started
2. Creating a New Template
3. Template Fields
4. Using Dynamic Values
5. Previewing Your Template
6. Saving and Managing Templates
7. Best Practices

Getting Started

To get started with email template creation, log in to your Notify dashboard. Navigate to the "Templates" section, where you can view existing templates and create new ones.

Creating a New Template

1. Click on the "Create New Template" button.
2. Enter a name for your template in the provided field.
3. Use the template editor to design your email layout and content.

Template Fields

When creating a template, you can include various fields, such as:

• Subject Line: Define the subject line for your email.
• Content Blocks: Add headings, paragraphs, images, buttons, etc.
• Styling Options: Use Tailwind CSS classes to customize the appearance of each component.

Using Dynamic Values

You can personalize your templates by including dynamic values, such as:

• User Name
• Company Name
• Other Relevant Data

To add dynamic values, use placeholders in your content blocks that will be replaced with actual data when sending the email. You can add placeholders like so. For example, you can use {name} for the recipient's name.

Previewing Your Template

Before saving, you can preview how your email will look by clicking the "Preview" button. This will show a live representation of your template with sample data.

Saving and Managing Templates

Once you’re satisfied with your template:

1. Click the "Save Template" button.
2. You can manage your templates from the Templates section, where you can edit, delete, or duplicate existing templates.

Best Practices

• Keep It Simple: Avoid overly complex designs that may confuse recipients.
• Test Your Templates: Send test emails to yourself to ensure everything looks and functions as intended.
• Use Clear Call-to-Actions: Ensure your emails guide recipients toward the desired action.
• Optimize for Mobile: Ensure your templates are responsive and look good on mobile devices.

Troubleshooting

If you encounter issues while creating or sending templates:

• Check for any error messages in the dashboard.
• Ensure all required fields are filled out.
• Review your dynamic values to ensure they are correctly formatted.

Additional Resources

• Notify Documentation - Link to the official documentation.
• Support Forum - Get help from the community.
• Contact Support - Reach out for technical assistance.

Thank you for using Notify for your email communication needs!