{"id":17173,"date":"2026-09-10T15:13:48","date_gmt":"2026-09-10T20:13:48","guid":{"rendered":"https:\/\/www.tidwit.com\/?post_type=docs&p=17173"},"modified":"2026-09-10T15:13:50","modified_gmt":"2026-09-10T20:13:50","password":"","slug":"voucher-email-templates","status":"publish","type":"docs","link":"https:\/\/www.tidwit.com\/en\/documentation\/ecosystem-vouchers\/voucher-email-templates\/","title":{"rendered":"Voucher Email Templates"},"content":{"rendered":"\n

Role:<\/strong> Administrator<\/p>\n\n\n\n

Objective:<\/strong> Manage voucher email templates and configure their content, subject lines, and reusable variable tags.<\/p>\n\n\n\n

1. Email Templates Main Page<\/h2>\n\n\n\n

Open Email Templates to review the voucher email templates available in the current instance.<\/p>\n\n\n\n

Use the page to search, filter, create, archive, import, export, and manage templates.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Search and Filters<\/h3>\n\n\n\n
    \n
  • Search: Enter a template name or keyword, then click Search.<\/li>\n\n\n\n
  • View Unarchived: Display templates that are not archived.<\/li>\n\n\n\n
  • View Archived: Display archived templates.<\/li>\n\n\n\n
  • Clear: Remove the active filter selection.<\/li>\n<\/ul>\n\n\n\n

    Template List<\/h3>\n\n\n\n

    The table summarizes the available email templates.<\/p>\n\n\n\n

      \n
    • Name: Template name.<\/li>\n\n\n\n
    • Comments: Administrative description or usage guidance.<\/li>\n\n\n\n
    • Shared: Indicates whether the template is shared.<\/li>\n\n\n\n
    • Status: Shows whether the template is Active or Inactive.<\/li>\n\n\n\n
    • Emails Sent: Displays the number of emails sent using the template.<\/li>\n<\/ul>\n\n\n\n

      2. Manage an Existing Email Template<\/h2>\n\n\n\n

      Click the three-dots menu at the end of a template row to open its available actions.<\/p>\n\n\n\n

        \n
      • Edit: Open the template for modification.<\/li>\n\n\n\n
      • Archive: Move the template to the archived view.<\/li>\n\n\n\n
      • Delete: Permanently remove the template.<\/li>\n\n\n\n
      • Send Test Email: Send a test message using the template.<\/li>\n\n\n\n
      • Duplicate: Create a copy of the template for reuse.<\/li>\n\n\n\n
      • View Variable Tags: Review the dynamic fields supported by the template.<\/li>\n\n\n\n
      • Export: Export the selected template.<\/li>\n<\/ul>\n\n\n\n
        \"\"<\/figure>\n\n\n\n

        3. Create a New Email Template<\/h2>\n\n\n\n

        Click Add and select Create New Email Template.<\/p>\n\n\n\n

        \"\"<\/figure>\n\n\n\n

        Import and Export Templates<\/h3>\n\n\n\n

        Open the global three-dots menu to access template-level file operations.<\/p>\n\n\n\n

          \n
        • Import: Import a previously exported email template.<\/li>\n\n\n\n
        • Export: Export templates for backup, transfer, or reuse.<\/li>\n<\/ul>\n\n\n\n
          \"\"<\/figure>\n\n\n\n

          4. Complete Basic Information<\/h2>\n\n\n\n

          Use Basic Information to define the template metadata.<\/p>\n\n\n\n

            \n
          • Name: Enter a clear template name.<\/li>\n\n\n\n
          • Type: Select the appropriate voucher email template type.<\/li>\n\n\n\n
          • Comments: Add optional notes describing the purpose or intended workflow.<\/li>\n<\/ul>\n\n\n\n
            \"\"<\/figure>\n\n\n\n

            5. Design the Email Template<\/h2>\n\n\n\n

            Open the Template tab to configure the email subject and message body.<\/p>\n\n\n\n

              \n
            • Subject: Enter the subject line recipients will see.<\/li>\n\n\n\n
            • View Variable Tags: Open the list of supported dynamic fields.<\/li>\n\n\n\n
            • Send Test Email: Validate the template before using it in a live workflow.<\/li>\n<\/ul>\n\n\n\n

              Use the visual builder to create and edit the email layout.<\/p>\n\n\n\n

                \n
              • CONTENT: Add elements such as Image, Button, Divider, Social, Icons, and Text.<\/li>\n\n\n\n
              • ROWS: Configure the structure and row layout of the email.<\/li>\n\n\n\n
              • SETTINGS: Adjust template-level design settings.<\/li>\n\n\n\n
              • Desktop \/ Mobile preview: Review how the template appears on different device sizes.<\/li>\n\n\n\n
              • Save: Save the latest template changes.<\/li>\n<\/ul>\n\n\n\n
                \"\"<\/figure>\n\n\n\n

                6. Use Variable Tags<\/h2>\n\n\n\n

                Click View Variable Tags to open the Fields window.<\/p>\n\n\n\n

                Variable tags insert dynamic user or instance information when the email is generated.<\/p>\n\n\n\n

                Use the Copy button beside a tag to copy it before placing it in the subject or message content.<\/p>\n\n\n\n

                Examples visible in the current interface include:<\/p>\n\n\n\n

                  \n
                • {Entity.DomainName}: Instance sub-domain.<\/li>\n\n\n\n
                • {Links.UnsubscribeUrl}: Link to unsubscribe from notifications.<\/li>\n\n\n\n
                • {User.Email}: User email address.<\/li>\n\n\n\n
                • {User.FirstName}: User first name.<\/li>\n\n\n\n
                • {User.FullName}: User full name.<\/li>\n\n\n\n
                • {User.LastName}: User last name.<\/li>\n<\/ul>\n\n\n\n
                  \"\"<\/figure>\n\n\n\n