Email Template Settings

Email templates in O2VEND are used to send automated messages for important customer actions such as OTP login, order updates, account notifications, and other informational events. This page helps you create and manage Email templates from the Back Office configuration panel.

Back Office -> Inbox -> Configuration

Access Email Template Configuration

  1. Login to the Back Office
  2. Open Inbox
  3. Click Configuration
  4. Click Create Template
  5. Select Email from the template type list

The Create Template menu can include:

  • Email
  • SMS
  • WhatsApp
  • Printer
  • CouponPrint

Choose Email to open the Email template creation screen.

email template form

What You Can Do in This Page

The Email template page allows you to:

  • create a new email template
  • choose when the template should be triggered
  • define what type of message it is
  • write the email content
  • use model values like dynamic placeholders
  • enable or disable the template
  • assign it to channel groups if needed

Email Template Fields

The Email template form contains configuration fields at the top, the content editor in the middle, and channel group selection at the bottom.

email template selection

Template Type

This shows the communication channel used by the template.

Example: Email

This field identifies that the message will be sent as an email.

Template Internal Type

This defines the internal purpose of the template.

Example: Utility

Common usage:

  • Utility: For OTP, account updates, and order-related notifications
  • Marketing: For offers, promotions, and campaign emails

Choose the internal type based on the purpose of the email.

Template Text Language

This defines the language of the email content.

Example: English

Use this when you want to maintain templates in different languages for different audiences.

Template Event

This defines what system action will trigger the email automatically.

Example: OTPLogin

If the selected event occurs in O2VEND, this template will be used to send the email.

Is Enabled

This controls whether the template is active.

  • true -> The email template is active and can be triggered
  • false -> The template is saved but will not be used

Enable the template only after content and event mapping are confirmed.

Template Goal

This defines the purpose of the communication.

Example: Information

Typical goals may include:

  • information
  • confirmation
  • notification
  • marketing communication

This helps classify the message correctly inside the system.

Template Object

This defines the main data object used in the email.

Example: Order

The selected object decides what kind of model values can be used in the email content.

Examples:

  • Order for order-related emails
  • Customer for customer-related messages
  • Cart for cart reminders

Content Editor

The editor is the main area where you compose the email body.

It allows you to format the message using tools such as:

  • bold
  • underline
  • italic
  • font selection
  • text color or highlight
  • bullet list
  • numbered list
  • alignment
  • table insertion
  • link insertion
  • image insertion
  • video/media insertion
  • fullscreen or source/code view

Use this editor to design a professional email with headings, spacing, links, and dynamic content.

Model Values

The template screen also shows suggested model values on the right side.

Example shown in the screen:

  • <companyName>
  • <otpValue>

These values are placeholders that will be replaced automatically when the email is sent.

For example:

  • <companyName> can display your store or company name
  • <otpValue> can display the actual OTP generated for login

You can insert these values inside the email content so the message becomes dynamic instead of static.

Channel Groups

The Channel Groups section helps you assign the template to specific channels or store groups.

You can use this when the same Back Office manages multiple business channels. If channel groups are configured, the email template can be limited to the selected group only.

After saving, the email template becomes available in the configuration list. If it is enabled and mapped to an event, O2VEND will use it automatically when that event occurs.