Professional Email Template Setup Guide

Comprehensive guide for creating, configuring, and managing email templates in the BackOffice system.

The Email Template module provides a fully customizable platform for system-generated and marketing emails. With complete control over template type, event mapping, objects, content, and channel groups, businesses can create consistent, automated, and personalized communication for customers.

1.Back Office → Inbox → Email
2. Back Office → Inbox → Configuration → create Templates → Email

Template Creation Screen

The template creation screen displays multiple configurable fields. Each field determines how and when a template is used.

Template Type

Always displayed as Email.
Indicates that the template belongs to the email communication channel.

Template Internal Type

Defines the internal category and purpose of the template.
Options include:

Internal Type	Description
Utility	Used for functional operations like OTP, password resets, confirmations, receipts.
Marketing	Templates designed for promotional content, announcements, offers, product promotions.
Authentication	Templates for login verification, account validation, identity confirmation.

Template Text Language

Represents the language in which the email is written.
Useful for multi-language stores.
Example languages: English, Tamil, Hindi, Arabic, etc.

Template Event

Defines which action triggers the template automatically.
Every event corresponds to a system workflow.

Full List of Template Events

Template Event	Purpose
NoEvent	No automatic trigger. Template is used manually.
OTPLogin	Sent during OTP login authentication process.
CustomerWelcome	Welcome message for newly registered customers.
CustomerWelcomeWithLoyalty	Welcome email including loyalty point details.
CustomerChangeEmail	Notification sent when a customer updates their email address.
CustomerForgotPassword	Password reset email.
OrderCreatedToCustomer	Order confirmation email sent to customer.
ShippingCreatedToCustomer	Shipping confirmation email.
PartialShippingCreatedToCustomer	Partial shipment notification.
DeliveredToCustomer	Delivery confirmation email.
PartialDeliveredToCustomer	Partial delivery update.
OrderReadyForPickup	Order ready for store pickup.
POSPaymentCreatedToCustomer	POS invoice email.
POSPaymentCreatedWithLoyaltyToCustomer	POS invoice including loyalty information.
POSPaymentCreatedWithInvoiceToCustomer	POS invoice including detailed bill.
POSPaymentCreatedWithLoyaltyWithInvoiceToCustomer	POS invoice with invoice + loyalty.
OrderPrint	Template used for printing order summary.
InvoicePrint	Template used for printing invoice.
BarcodeLabelPrint	Print template for product barcode labels.
OrderReturnedFromCustomer	Email sent when a customer initiates return.
OrderReturnedFromCustomerApproved	Notification when a return gets approved.

These template events automate email workflows inside the system.

Template Goal

Defines the communication intention or purpose.

Full List of Template Goals

Goal	Purpose
Information	General update, notification, or announcement.
Order Confirmation	Order-related acknowledgement messages.
Location Confirmation	Emails confirming store location, delivery location, pickup point.
Address Confirmation	Email used for address-related validation.
Abandoned Cart Recovery	Sent to customers who added items to cart but did not complete the order.
Request Review	Feedback requests and product review emails.
Initiate Conversation	Templates used to start email-based communication threads.

Template Object

Represents the main data object used inside the template.

Template Object	Purpose
Order	Used when template relates to order details. Variables include order number, item list, shipping address, etc.
Product	Used for product-based templates (promotions, reviews).
Address	Used for address confirmation templates.
Cart	Used for cart recovery and reminder emails.

Content Editor

The rich text editor allows designing custom email layouts.

Features include:

Bold, Italic, Underline
Font selection
Text highlight
Bullet points
Alignment options
Image insertion
Link embedding
HTML code mode
Model variable insertion
Table creation
Undo / Redo

The message content supports full HTML.
This allows creation of professional layouts including banners, tables, images, and branded email structures.

Channel Groups

Represents the channels (consumer groups or target customer segments) for which the email template should be available.

Examples:

Retail customers
Wholesale customers
VIP members
Loyalty program groups
Specific store locations

Selecting channel groups ensures the template is sent only to relevant customers.

3. Template Internal Type

Utility

Functional system communication:

OTP
Password reset
Order confirmation
Shipping updates
Returns
Receipts

Marketing

Promotional messages:

Offers
Discounts
Product launches
Loyalty promotions
Festival campaigns

Authentication

Identity-related emails:

Login
Verification
Validation
Security notifications

4. Template Object

Order Object

Used when an event is related to order workflow.
Variables include:

Order Number
Order Date
Order Total
Items Purchased
Billing Address
Shipping Address
Payment Method

Product Object

Used for marketing and review templates.
Variables:

Product Name
Product Price
Product Image
Product URL

Address Object

Used in address confirmation templates.

Variables:

Full Name
Address Line 1 & 2
City, State, Country
Postal Code

Cart Object

Used for abandoned cart emails.