Email Template

Email Template Management

Email templates allow you to create reusable email content with dynamic variables that can be customized for each recipient.

Overview

The template system supports:

• HTML and Text Content: Rich HTML emails with optional plain text fallbacks

• Dynamic Variables: Personalize emails with user-specific data

• Template Types: Organize templates by purpose (welcome, password_reset, etc.)

• Active/Inactive Status: Control which templates are available for use

Creating Templates

Step 1: Access Template Manager

1. Navigate to Admin Dashboard → Settings → Email System

2. Click on the Templates tab

3. Click "New Template" button

Step 2: Configure Template Details

Template Type: A unique identifier for the template (e.g., welcome_email, password_reset)

• Use lowercase with underscores

• Must be unique across all templates

• Used when calling the email service API

Subject: The email subject line

• Can include variables using {{variable_name}} syntax

• Example: Welcome to {{dao_name}}, {{user_name}}!

Step 3: Create Email Content

HTML Content: The main email body with rich formatting

<h1>Welcome to Treem DAO, {{user_name}}!</h1>
<p>Thank you for joining our community. Your account has been successfully created.</p>
<p>You can now access your dashboard at: <a href="{{dashboard_url}}">{{dashboard_url}}</a></p>
<p>Best regards,<br>The Treem DAO Team</p>

Text Content (Optional): Plain text version for email clients that don't support HTML

Welcome to Treem DAO, {{user_name}}!

Thank you for joining our community. Your account has been successfully created.

You can now access your dashboard at: {{dashboard_url}}

Best regards,
The Treem DAO Team

Step 4: Define Variables

Variables: Comma-separated list of variables used in the template

• Example: user_name, dao_name, dashboard_url

• Variables are automatically detected from your content

• Used for validation when sending emails

Step 5: Set Status

Active: Enable or disable the template

• Only active templates can be used for sending emails

• Inactive templates are preserved but not available for selection

Template Variables

Common Variables

Variable	Description	Example
user_name	User's display name	John Doe
user_email	User's email address	[e-mail]
dao_name	DAO organization name	Treem DAO
dashboard_url	Link to user dashboard	https://app.treemdao.com/dashboard
confirm_url	Email confirmation link	https://app.treemdao.com/confirm?token=...
reset_url	Password reset link	https://app.treemdao.com/reset?token=...

Custom Variables

You can define custom variables for specific use cases:

• proposal_title - For governance notifications

• transaction_amount - For payment confirmations

• event_date - For event reminders

• stake_amount - For staking notifications

Template Types

System Templates

welcome_email: Sent when users first join the DAO

• Variables: user_name, dao_name, dashboard_url

password_reset: Sent when users request password reset

• Variables: user_name, reset_url, expiry_time

email_confirmation: Sent to verify email addresses

• Variables: user_name, confirm_url

Governance Templates

new_proposal: Notify users about new proposals

• Variables: user_name, proposal_title, proposal_url, voting_deadline

voting_reminder: Remind users to vote on active proposals

• Variables: user_name, proposal_title, days_remaining, vote_url

Transaction Templates

purchase_confirmation: Confirm token purchases

• Variables: user_name, token_amount, total_cost, transaction_id

staking_confirmation: Confirm staking transactions

• Variables: user_name, stake_amount, lock_period, unlock_date

Managing Templates

Editing Templates

1. Click the Edit icon on any template

2. Modify the template content

3. Update variables if needed

4. Click "Update Template"

Previewing Templates

1. Click the Preview icon on any template

2. View the rendered HTML content

3. Check the plain text version

4. Review variable usage

Deleting Templates

1. Click the Delete icon on any template

2. Confirm the deletion

3. Warning: This action cannot be undone

Best Practices

Content Guidelines

1. Keep it concise: Users prefer shorter emails

2. Clear call-to-action: Make it obvious what users should do next

3. Mobile-friendly: Use responsive HTML design

4. Brand consistency: Match your DAO's visual identity

Variable Usage

1. Always provide fallbacks: Handle cases where variables might be empty

2. Validate variables: Ensure all template variables are provided when sending

3. Use descriptive names: Make variable purposes clear

4. Document custom variables: Keep track of what each variable represents

HTML Best Practices

1. Use table-based layouts: Better email client compatibility

2. Inline CSS: Many email clients strip external stylesheets

3. Test across clients: Email rendering varies significantly

4. Include alt text: For images and accessibility

Integration with Bulk Sending

Templates integrate seamlessly with the bulk email sender:

1. Select your template from the dropdown

2. Fill in the required variables

3. Choose your recipient groups

4. Send to multiple users at once

API Integration

Templates can be used programmatically via the enhanced-email-service:

const { data, error } = await supabase.functions.invoke('enhanced-email-service', {
  body: {
    template_type: 'welcome_email',
    recipient_email: '[e-mail]',
    variables: {
      user_name: 'John Doe',
      dao_name: 'Treem DAO',
      dashboard_url: 'https://app.treemdao.com/dashboard'
    }
  }
});

Troubleshooting

Template Not Available for Selection

• Check if the template is marked as Active

• Verify the template_type is unique

• Ensure all required fields are filled

Variables Not Replacing

• Check variable names match exactly (case-sensitive)

• Ensure variables are defined in the template configuration

• Verify variable syntax uses {{variable_name}} format

HTML Not Rendering

• Test HTML in the preview function

• Check for unclosed tags or invalid markup

• Ensure proper email-safe HTML structure