> For the complete documentation index, see [llms.txt](https://track360.gitbook.io/track360/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://track360.gitbook.io/track360/section-8-emails-and-events-management/editor/8.2-email-templates.md).

# 8.2 Email Templates

### Emails Signature

* Navigate by the **left Sidebar Menu** and click on the **Emails > Email Signature**

<figure><img src="/files/zHROXWTJiywSge9XCp2k" alt=""><figcaption></figcaption></figure>

* Define your **Default Signature** to appear on the bottom of every email that you send on your behalf your particular composed email templates (not in system ones)

### **Email Templates Management**&#x20;

* Predetermine **Email Templates** will be help you to quickly send common or recurring messages to affiliates/IBs, ensuring consistent communication and saving time
* Navigate by the **left Sidebar Menu** and click on the **Emails > Manage Templates**

<figure><img src="/files/rxRa7mB6zFE7NB2AzwTv" alt=""><figcaption></figcaption></figure>

* **Filter** on the upper bar to show or hide inactive templates and templates shared
* Overview a list of all templates already configurated

<figure><img src="/files/kDYHxd8ltk9Uu5tqLmqw" alt=""><figcaption></figcaption></figure>

* Use the **Test** option to send a test of the template to yourself

### **Create New Template Email**

* Use the **Add Template** button on the top right corner&#x20;

<figure><img src="/files/rIEDR754yU6wHV1m1R0l" alt=""><figcaption></figcaption></figure>

* The same window configuration as “Modify a template” will show. Use:&#x20;
  * On the left side, the **Template Editor** to create: the **label** of the template, **Subject** and **Body** of the email.&#x20;
  * Compose the body of the email, use the desired **variables** on the bottom by clicking, to add it to the template.
  * On the right side, the **Template Preview** will show what the template looks like.
  * Use the **Save Template** button to successfully create the template and go back to the Email Templates list

<figure><img src="/files/BpSTczdtQYzd9CMqxMmj" alt=""><figcaption></figcaption></figure>

### **Modify Template Emails**

* Use the **Edit** option on the Menu Actions on the rightmost side of the selected template to modify it

<figure><img src="/files/fH2P8rMytB9BJbrVx3wH" alt=""><figcaption></figcaption></figure>

* On the left side, the **Template Editor** to modify: the **label** of the template, **Subject** and **Body** of the email

<figure><img src="/files/NjnLjgl2Jx7894Y4VXCq" alt=""><figcaption></figcaption></figure>

* Click on the desired **variables** on the bottom to add it to the body of the template
* On the right side, the **Template Preview** will show what the template looks like
* Use the **Save Template** button to successfully modify the template and go back to the Email Templates list

### **System Emails Template**&#x20;

* Navigate by the **left Sidebar Menu** and click on the **Emails > System Email Templates**

<figure><img src="/files/uU7fcTBmaykDndaepP7i" alt=""><figcaption></figcaption></figure>

* Manage the **System Events and Email Templates** available for the affiliates to modify the existing ones. Listed will be show:&#x20;
  * Use the **arrow** on the leftmost side of the desired template to break down **all available language** of the email
  * **System Event Name**, where detail of the event
  * **Event Trigger**, means the action that will operate
  * **Event status** displays whether the template is active or inactive&#x20;
  * **Send Test Email** option to send a test of the template to yourself

{% hint style="info" %}
Use the **Event Status** column to enable or pause any template: deactivate the ones you don't want sent automatically to your affiliate/IBs.

Tip: You can reuse an unused template, customize it, and make it active for a different usage. Contact The Track360 Support Team to assist you.
{% endhint %}

<figure><img src="/files/Vir3eIi7fQTZw6feGNQk" alt=""><figcaption></figcaption></figure>

* Click on the desired **Language** to modify the template:&#x20;
  * On the left side, the T**emplate Editor** to modify the **template subject** and **body**
  * Modify the body of the email, use the desired **variables** on the bottom by clicking, to add it to the template
  * On the right side, the **Template Preview** will show what the template looks like
  * Use the **Save Template** button to successfully modify the template and go back to the System Templates list.

<figure><img src="/files/RDmZJf3tRdK1p0BBat7b" alt=""><figcaption></figcaption></figure>

### **Compose particular emails**

* Compose Emails allows through the platform to compose and send personalized messages to an affiliate/IB’s group for tailored communication based on specific needs or actions
* Navigate by the **left Sidebar Menu** and click on the **Templates > New templates**

<figure><img src="/files/59lUaBnEpNgTDpwBau3u" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/XMWNThhuTUkqqmBJNqKA" alt=""><figcaption></figcaption></figure>

* This section allows Managers to send singular emails to particular affiliates
* Select the **Title** of the email
* Compose the **Subject** and **Body** of the particular email
* Use the **Show/hide Available Variables** on the bottom to enable variable parameters into the email
* Use the **Save** button on the bottom left once the email is ready to send it

<br>


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