Email Templates aims to provide dashboard users an easy and effective way to create custom email templates, that can be utilized by any Leena AI module. It supports the following features:

• Creating/editing email templates
• Searching for email templates created by specific individules/utilized in specific modules
• Importing HTML via simple copy-paste mechanism and editing it as per need
• Allowing input of custom variables from the selected modules

Email Templates List View Page

Once the user lands on the "Templates" page, they will be able to see the existing email templates created by any "system admin" role user.

The user can search for a specific email templates by searching the partial keywords in the table search. The user can also filter the table by clicking the filter icon which provides the option to filter by "Created by"/"Modules"

Additionally, the user can click on the "Edit" button an any row item to be re-directed to the templates' "Edit Page" and edit the details of the email template. And if the user wishes to create a new email template, they can simple click the "Create New" button to be re-directed to a blank "Edit Page" where they can create the template.

Email Template Edit Page

Once the user lands on the "Edit Page", they can edit/add the following details in the "Template Details" form,

1. Template Name - name of the template

2. Select Modules - modules that the email template would be applicable in

3. Email subject - subject of the email (you can change the subject within the individual product modules as well)

   

Within the "Create Template" section, the user has a fully-customizable email template creator, that allows them to create the template for scratch/upload an HTML and edit it further.

Additionally, "Text" input provides the user with a "Merge Tags" option that contains the custom variables for the modules selected in a 2-level dropdown in a user-friendly language. Choosing any of those would add a variable that would modify the content of the mail as per the user it is being sent to.