Knowledgebase

Editing Email Templates

Editing email templates in WHMCS allows you to customize the content and appearance of the emails sent to clients and administrators. Here's how to edit 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.

    • The editor typically provides fields for the email subject, body content, and additional settings.

  5. Edit the Email Content:

    • Modify the email subject and body content as needed. You can use the built-in HTML editor for formatting.

    • You can also insert variables to dynamically populate information like client names, invoice details, and more. Use the provided variables where needed.

  6. Preview Email:

    • You can preview how the email will look by clicking the "Preview Email" button.
  7. Save Changes:

    • Once you have made the necessary changes, click on the "Save Changes" button to save the updated template.
  8. Customize for Different Languages:

    • If your WHMCS installation supports multiple languages, you can customize the email templates for each language by selecting the appropriate language from the dropdown menu.
  9. Create New Email Templates:

    • You can create custom email templates by clicking the "Create New" button. This is 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:

    • If you want to override the default WHMCS email templates with your custom versions, you can do so 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 or other addresses to see how they will appear to clients.

By editing email templates in WHMCS, you can tailor your email communications to your branding and specific needs. It's important to ensure that your emails are clear, and professional, and provide relevant information to your clients and administrators.

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