Knowledgebase

Email Templates

Email templates in WHMCS are pre-designed messages that can be sent automatically or manually to clients and administrators in various situations. They serve as a standardized way to communicate important information, such as invoices, support ticket notifications, account activation, and more. Here's how you can manage email templates in WHMCS:

  1. Log into WHMCS:

    Access your WHMCS admin panel using your administrator credentials.

  2. Navigate to Email Templates:

    • Go to "Setup" > "Email Templates."
  3. View Existing Templates:

    • You will see a list of email templates that are available for editing.
  4. Edit an Email Template:

    • Click on the name of the template you want to edit. This opens the email template editor.

    • You can modify the subject, body content, and other settings of the email template.

  5. Variables:

    • WHMCS provides variables that you can include in your email templates to dynamically insert information like client names, invoice details, etc. Use the provided variables where needed.
  6. Save Changes:

    • Once you have made the necessary changes, click on the "Save Changes" button to save the updated template.
  7. Preview Email:

    • You can preview how the email will look by clicking the "Preview Email" button.
  8. Customize for Different Languages:

    • If your WHMCS installation is set up for multiple languages, you can customize the email templates for each language.
  9. Create New Email Templates:

    • You can create custom email templates by clicking the "Create New" button. This can be useful for specific communications unique to your business.
  10. Delete Email Templates (with caution):

    • Be cautious when deleting email templates as it can affect your communication workflows. Generally, it's recommended to edit existing templates rather than deleting them.
  11. Override Default Email Templates:

    • You can override the default WHMCS email templates with your custom versions. This can be done by placing customized email templates in the "email" folder within your WHMCS template directory.
  12. Testing Email Templates:

    • You can send test emails to yourself to see how they will appear to clients.

By effectively managing email templates in WHMCS, you can ensure that your communication with clients and administrators is clear, professional, and consistent. Customizing templates allows you to tailor messages to suit your specific branding and communication style.

  • 0 Users Found This Useful
Was this answer helpful?