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Available Templates

Customize the following notification emails:

  • Payment Failure Notification
    Notifies clients when a payment attempt fails, prompting them to update payment details.
  • Password Reset Notification
    Sent when a client requests a password reset, including a secure link to reset their credentials.
  • Subscription Payment Confirmation
    Confirms successful payment for the client’s subscription plan, including plan and invoice details.
  • Subscription Cancellation Notification
    Informs clients that their subscription has been canceled, with optional instructions to resubscribe.
  • Subscription Plan Change Notification
    Confirms when a client switches plans, showing new plan details and billing changes.

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Steps to Customize Your Email Templates

1

Navigate to Email Templates

Go to White Label > Email Templates.

2

Select & Edit Template

Click Edit on any template you wish to modify.

3

Customize Content

  • Update the Subject Line to reflect your tone.
  • Edit the Email Body to include your brand’s language.
  • Use HTML formatting or styling options to align with your design.
4

Personalize with Variables

Type $ variable (eg, $** variables (e.g., \client_name, $subscription_plan) to insert client-specific details dynamically.

5

Send a Test Email

Click Send Test Email and select Send Now.

  • Check your inbox to verify the layout and content.
  • Didn’t receive it? Try the RESEND button and check your spam folder.
6

Save & Publish

Once you’re satisfied, click Save & Publish to apply the changes.

Notes:

  • Personalization: Use $ tokens to automatically insert values like client name, plan, payment amount, etc.
  • Brand Voice: Keep language consistent with your agency’s tone — professional, helpful, and clear.
  • Responsiveness: Templates are mobile-optimized, but test them on multiple devices for best results.
  • Fallback: If a variable isn’t available (e.g., missing plan name), the platform will use a default or leave it blank.