Custom email setup

Email template

Purpose:

Enable users to modify email templates for enhanced personal communication with options to edit the subject, body, email signature, and add social links. Targeted for businesses to manage client onboarding, project proposals, task reviews, and invoice notifications.

Goals:

- Simplify email customization process. - Allow dynamic content insertion for personalized communication.

Functional Requirements

Editable templates for client onboarding, project proposals, task reviews, and invoice acceptance.

Customizable subject lines, email bodies with placeholder support, signatures, and social media links.

Real-time previews of edits. (under 2 sec)

Save and manage custom templates.

Non-Functional

Intuitive UI for non-technical users.

Fast performance with sub-2-second response for edits.

User Stories

1. As a user, I want to easily customize email templates to match my brand and communicate effectively with clients. 2. As a user, I need to insert dynamic fields like {{firstName}} to personalize emails automatically.

Default template:

Client Sign up from catalog/ client added by agency.

Subject:

{company_name} has invited you to join as a client in their workspace. Please click the following link to complete the sign process.

URL:

ellis.test.agencyhandy.com/sign-in⁠

⁠

Email:

alishaownonethread@gmail.com⁠

⁠

Password: hiTXemvhVy

Regards,

{company_name}

proposal sent to client.

Sub: You have received a new proposal for {service_name} from {company name}

Hi,

{Company_name} has sent you a new proposal for {service_name}

Proposal Details:

proposal Number: #[proposal Number]

Total Amount: [Insert Total Amount]

Due Date: [Insert Due Date]

To accept/reject please login to your workspace. [CTA: View proposal]

after login directly redirect to proposal page

Regards,

[Company_name]

Agency creates a ticket for client.

Sub: New Ticket Created: [Ticket Number] - [Ticket Subject]

Dear [client_name],

A new ticket has been created for by {agency_name} for you.

Ticket Information:

Ticket Number: [Insert Ticket Number]

Client Name: [Insert Client Name]

Brief Description: [Insert Brief Description of the Issue]

Action Required:

Please review the ticket details

[CTA: View Ticket]

after login directly redirect to the ticket details

Task review Client

Sub: You have a task to review from [Company Name] for the [Service Name]. Action required!

Dear [Client's Name],

You have received a task to review.

Task Details:

Task Name/Number: [Insert Task Name - Number]

You can log in into your client portal to review the task.

[CTA: Review Task]

after login directly redirect to the task details

Thank you for your cooperation.

Best regards,

[company name]

Agency created an order for client.

Sub: An order has been created for [client_name] by [company_name] for [service_name]

Dear [Client's Name],

We're excited to confirm that your order has been created successfully.

Order Details:

Order Number: #[Order Number]

Date of Order: [Insert Date]

Services Ordered: [Service name]

Total Amount: [Insert Total Amount]

Quantity: [Quantity]

If you have any questions or need assistance or want to see the progress, please login to the portal.

[CTA: View order]

after login directly redirect to the order details

Regards,

[Company_name]

Agency sending invoice to client.

Subject: Invoice #[Invoice Number] Attached

Dear [Client Name],

Please find attached the invoice for our recent services rendered. Kindly review and let us know if you have any questions.

Invoice Details:

Invoice Number: #[Invoice Number]

Total Amount: [Insert Total Amount]

Due Date: [Insert Due Date]

[CTA: view invoice]

Thank you for your prompt attention to this matter.

Best regards,

{Company_name}

Comment From Team to Client

Subject: New Comment: [order_id] for [service_name]

Dear [Client's Name],

You have received a new comment on [order_id]:

Date/Time: [Insert Date/Time]

Comment: [Insert Comment]

[CTA: view comment]

Please review and respond as necessary.

Thank you.

Best regards,

[Company_Name]

Payment Received (New)

Dear {{Client Name}},

Thank you for your payment! We have successfully received your payment for the service {{Service Name}}.

Payment Details:

- Service Name: {{Service Name}

- Payment Amount: {{Payment Amount}}

- Payment Date: {{Payment Date}}

- Invoice ID: {{Invoice ID}}

- Order ID: {{Order ID}}

Your account has been updated accordingly, and your service will continue without interruption. If you have any questions or need further assistance, please feel free to contact us.

Thank you for choosing {{Your Company Name}}.

Best regards, The {{Your Company Name}} Team

Payment Missed (New)

Dear {{Client Name}},

We hope you are well. Our records indicate that we were unable to process your recent payment for the service {{Service Name}}.

**Subscription Details:** - Service Name: {{Service Name}} - Due Date: {{Due Date}} - Missed Payment Amount: {{Due Payment}} - Order ID: {{Order ID}}

Please update your payment details to avoid any interruption in your service. You can manage your payment information from your account dashboard.

If you have any questions or need further assistance, please feel free to contact us.

Thank you for your prompt attention to this matter.

Best regards, Company_name

Payment Reminder (New)

Dear {{Client Name}},

We hope you are enjoying our [Service Name]. This is a friendly reminder that your subscription is due for renewal in 2 days.

**Subscription Details:** - Service Name: {{Service Name}} - Renewal Date: {{Renewal Date}} - Subscription Amount: {{Subscription Amount}}

To ensure uninterrupted service, please make sure your payment details are up to date. You can manage your subscription and payment information from your account dashboard.

If you have any questions or need further assistance, please feel free to contact us.

Thank you for choosing our service!

Best regards, Company_Name

Webhook limit reached

Subject: Webhook Limit Reached for this subscription period

Dear {{company.name}},

We wanted to inform you that your webhook limit has been exceeded for this month. As a result, you will not receive any additional webhook notifications until your limit resets.

If you require an increase in webhook limits or need assistance, please contact our support team or review your subscription plan for upgrade options.

Thank you for using AgencyHandy!

Best regards, The Agencyhandy Team

Payment Confirmation

Dear {{Client_Name}},

Thank you for your payment for the service {{Service_Name}}. We are pleased to confirm that your payment has been successfully processed.

Payment Details:

Service Name: {{service_name}} Payment Amount: {{Invoice_amount}} Payment Date: {{Invoice_paiddate}} Invoice ID: {{Invoice_ID}} Order ID: {{Order_id}}

CTA: View_Order CTA: View_invoice

You can view the order details and manage your service from your account dashboard.

If you have any questions or need further assistance, please don't hesitate to contact us.

Thank you for choosing our service!

Best regards,

{{Agency_Name}}

Payment Manual bank invoice mail to agency

Subject: You've Got a New Order! (Manual Bank Transfer by {{client_name}})

Dear {{agency_name}},

Your client, {{client_name}}, has placed an order using manual bank transfer as the payment method.

An invoice has been generated with the Open status.

Invoice Number: #{{invoice_id}} Total Amount: {{order_budget}} Service Name: {{service_name}}

Please monitor your bank account for the incoming payment. Once received, kindly update the invoice status to Paid.

You can view the invoice and order details here:

{{view_invoice}} {{view_order}}

If you have any questions, feel free to reach out.

Best regards, {{company_name}}

email dynamic variable and CTA list

email dynamic variable and CTA list

Dynamic variable

Update in the dynamic variable

Shown in UI

CTA button list

Template Name

Notes

company name

all

Open

client name

all

Open

service name

all

Open

Order_id

View Order

Open

invoice_id

View Invoice

Open

invoice_total amount

Open

invoice due date

Open

ticket_number

View ticket

Open

task_id

view task

Open

proposal_id

View proposal

Open

Proposal_due date

Open

Order_quantity

Open

View comment

Open

Renewal Date

Payment reminder

Open

Subscription amount

Payment reminder

Open

Renewal Date

Payment reminder

Open

There are no rows in this table

⁠

Dear {{Client.Name}},

Thank you for your payment for the service {{Service.Name}}. We are pleased to confirm that your payment has been successfully processed.

Payment Details:

Service Name: {{service.name}}

Payment Amount: {{Invoice.amount}}

Payment Date: {{Invoice.paiddate}}

Invoice ID: {{Invoice.ID}}

Order ID: {{Order.id}}

You can view the order details and manage your service from your account dashboard.

If you have any questions or need further assistance, please don't hesitate to contact us.

Thank you for choosing our service!

Best regards,

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.